ALBERT AND ELAINE BORCHARD FOUNDATION INC: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT AND ELAINE BORCHARD FOUNDATION INC (EIN 95-3294377)
- Tax period
- 2023-08-01 to 2024-07-31
- Filed
- 2024-12-14
- IRS object ID
- 202423499349100102
- Schema version
- 2023v5.1
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-14T06:15:31-06:00 | ReturnTs |
| Tax Period End | 2024-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953294377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT AND ELAINE BORCHARD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 8185651020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVENUE 294 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANNA BELING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8185651020 | PhoneNum |
| Signature | 2024-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2024-12-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,101,064 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $83,388 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $83,388 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $356,706 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $356,706 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,739,306 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,739,306 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,775,723 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $621,654 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $22,051,846 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $621,654 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $69,467 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,870,521 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,801,054 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $455,217 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $336,861 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,356 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,088 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $40,025 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,063 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,334 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,207 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,127 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,117 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,117 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $36,150 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $26,751 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,399 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $466,963 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $465,229 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $1,734 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $162,260 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $159,748 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $72,322 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $49,271 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $36,461 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $12,810 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $28,083 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $20,781 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $7,302 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $431,244 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $402,145 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $29,099 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,776,049 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,507,325 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,890 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,606,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,606,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,382,549 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,507,325 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,800,390 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $487,972 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,293,729 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,347 | CashBOYAmt |
| Cash EOY | $186,024 | CashEOYAmt |
| Cash EOYFMV | $186,024 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,164,936 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,215,470 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,215,470 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $896,521 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,130,154 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,199,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,327,095 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $600,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $600,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $590,670 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,593,666 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,925,809 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,435,413 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,667,857 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $29,650,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,959,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,959,201 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,684,344 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $447,461 | OtherAssetsBOYAmt |
| Other Assets EOY | $447,461 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $447,461 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,773,033 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,275,989 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,101,064 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $229,764 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $231,503 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $229,764 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,503 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,776,868 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,776,868 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $4,766,401 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,267,618 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,543,269 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,044,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,773,033 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,275,989 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,543,269 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $487,972 | ExcessRevenueOverExpensesAmt |
| Other Increases | $13,245 | OtherIncreasesAmt |
| Subtotal | $18,044,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,044,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| Acquired | 2023-08-01 | AcquiredDt |
| Sold | 2024-07-31 | SoldDt |
| Gross Sales Price | $22,051,846 | GrossSalesPriceAmt |
| Cost Or Other Basis | $21,430,192 | CostOrOtherBasisAmt |
| Gain Or Loss | $621,654 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $621,654 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $621,654 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,883 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,883 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,883 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $30,985 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $30,985 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $898 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BORCHARDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER MILLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185651020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVENUE 294 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | FR | ForeignCountryCd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JANNA BELING | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR, EXEC, PRESIDENT | 20.00 | $112,500 | $0 | $6,927 |
| MICHAEL SPURGEON | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $82,500 | $0 | $7,815 |
| JENNIFER MILLS | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | CFO | 20.00 | $72,650 | $0 | $26 |
| MARY JANE CICCARELLO | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR | 20.00 | $67,625 | $0 | $815 |
| KRISTEN BELING | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR, SECRETARY | 20.00 | $51,250 | $0 | $7,916 |
| ANDREW DWIGHT HOTCHKISS | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR | 20.00 | $22,500 | $0 | $1,364 |
| STEPHEN SPURGEON | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR | 20.00 | $20,000 | $0 | $1,329 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROUBINA MOVSESSIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVENUE SUITE 294 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASST/BOOKKEEPE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,088 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED 1 PROTECTION SERVICES LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 127 E 9TH STREET | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | SECURITY | ServiceTypeTxt |
| Compensation | $321,461 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $5,537,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,688,637 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $35,334,344 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,560,782 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,560,782 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $653,412 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,907,370 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,145,369 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,145,369 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,883 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,883 | TotalTaxAmt |
| Distributable Before Adj | $2,113,486 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,113,486 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,113,486 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,800,390 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,800,390 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,113,486 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,625,687 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,800,390 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,625,687 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $174,703 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $1,938,783 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | ALBERT AND ELAINE BORCHARD FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911014993 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6262986980 | RecipientPhoneNum |
| Recipient Email Address | INFO@BORCHARDFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE AT WWW.BORCHARDFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 AND OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (71 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | CountryRecipientForeignAddress/CountryCd | Address Line2RecipientUSAddress/AddressLine2Txt | Address Line2RecipientForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW YORK LEGAL ASSISTANCE GROUP | ||||||||||||
| 100 PEARL STREET FLOOR 19 | NEW YORK | NY | 10004 | PC | FELLOWSHIP | $120,000 | ||||||
| TRANSITION PROJECTS | ||||||||||||
| 665 NW HOYT STREET | PORTLAND | OR | 97209 | PC | MOVING HOMELESSNESS TO HOUSING | $80,000 | ||||||
| VERGE CENTER FOR THE ARTS | ||||||||||||
| 625 S STREET | SACRAMENTO | CA | 95811 | PC | GRANT FOR "VERGE FUND CAMPAIGN" | $75,000 | ||||||
| FLORIDA HEALTH JUSTICE PROJECT | ||||||||||||
| 20 JAY STREET UNIT 1 | SOMERVILLE | MA | 02144 | PC | FELLOWSHIP | $62,000 | ||||||
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | FELLOWSHIP | $58,000 | ||||||
| HOUSING AND ECONOMIC RIGHTS ADVOCATES | ||||||||||||
| 610 16TH STREET SUITE 420 | OAKLAND | CA | 94612 | PC | FELLOWSHIP | $58,000 | ||||||
| SENIORLAW CENTER | ||||||||||||
| 1650 ARCH STREET SUITE 1820 | PHILADELPHIA | PA | 19103 | PC | FELLOWSHIP | $58,000 | ||||||
| GUADALUPE SANCHEZ NETTEL | ||||||||||||
| I | EL GRAND BALAM | $50,000 | PRIV TLATETILPA 13-C | CIUDAD DE MEXICO | COYOACAN | MX | ||||||
| USC THORNTON SCHOOL OF MUSIC | ||||||||||||
| 840 WEST 34TH STREET MUS 408D | LOS ANGELES | CA | 900891441 | PC | GRANT FOR DR. PHOENIX DELGADO, PRINCIPAL INVESTIGATOR | $45,000 | ||||||
| ABA FUND FOR JUSTICE AND EDUCATION | ||||||||||||
| 321 N CLARK STREET 20TH FLOOR | CHICAGO | IL | 60654 | PC | FELLOWSHIP | $40,000 | ||||||
| COLLABORATION CENTER FOUNDAITON | ||||||||||||
| 8390 W WINDMILL LANE | LAS VEGAS | NV | 89113 | PC | GRANT FOR "PATHWAYS TO HOPE AND HEALING MENTAL HEALTH PROJECT" | $35,000 | ||||||
| UC SANTA BARBARA HUMANITIES AND FINE ARTS | ||||||||||||
| 4219 CHEADLE HALL | SANTA BARBARA | CA | 931062013 | PC | GRANT FOR "EUROPEAN FELLOWSHIP" | $35,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 3500 S FIGUEROA ST SUITE 102 | LOS ANGELES | CA | 900898001 | PC | 2024 BORCHARD COLLOQUIUM IN FRANCE - DR. MARK MARINO | $35,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 3500 S FIGUEROA ST SUITE 102 | LOS ANGELES | CA | 900898001 | PC | 2024 BORCHARD COLLOQUIUM IN FRANCE - DR. MICHALLE MOR-BARAK | $35,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 3500 S FIGUEROA ST SUITE 102 | LOS ANGELES | CA | 900898001 | PC | 2024 BORCHARD COLLOQUIUM IN FRANCE - DR. SOOK-LEI LIEW | $35,000 | ||||||
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | ||||||||||||
| 420 NORTH 20TH STREET | PHILADELPHIA | PA | 19130 | PC | GRANT FOR "BACKUP POWER SOURCE FOR MANNA'S KITCHEN" | $30,000 | ||||||
| PROJECT HOME | ||||||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | PC | GRANT FOR "ENDING AND PREVENTING CHRONIC STREET HOMELESSNESS" | $30,000 | ||||||
| COMMUNITY OF WRITERS | ||||||||||||
| PO BOX 1416 | NEVADA CITY | CA | 95959 | PC | GRANT FOR SUMMER WRITING WORKSHOP | $26,000 | ||||||
| AD LUMEN PRESS | ||||||||||||
| 4700 COLLEGE OAK DR | SACRAMENTO | CA | 95841 | PC | GRANT IN SUPPORT OF "THE ACTIVITIES OF AD LUMEN PRESS TO PROMOTE PUBLISHING OF NEW AND EMERGING WRITERS | $25,000 | ||||||
| HELPAGE | ||||||||||||
| 1730 M STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | PC | GRANT FOR "FRIENDSHIP BENCH DC" OLDER PEOPLE IN UKRAINE | $25,000 | ||||||
| JUSTICE IN AGING | ||||||||||||
| 1444 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | GRANT FOR GENERAL SUPPORT TO ENGAGE STATE AND NATIONAL ADVOCATES ON EQUITY | $25,000 | ||||||
| MAYA EDUCATIONAL FOUNDATION | ||||||||||||
| PO BOX 1483 | WELLFLEET | MA | 02667 | PC | 2024 SUPPORT FOR WRITERS | $25,000 | ||||||
| NATIONAL CONSUMER LAW CENTER | ||||||||||||
| 7WINTHROP SQUARE 4TH FLOOR | BOSTON | MA | 02110 | PC | GRANT FOR "PRESERVING & PROTECTING HOMEOWNERSHIP FOR OLDER BLACK ADULTS" | $25,000 | ||||||
| RONALD MCDONALD HOUSE | ||||||||||||
| 3925 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | PC | GRANT FOR "PROVIDING FAMILIES OF ILL CHILDREN WITH SUPPORT" | $25,000 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | ||||||||||||
| 3500 S FIGUEROA ST SUITE 102 | LOS ANGELES | CA | 900898001 | PC | GRANT FOR "WILLARD AND BETTY SCHOLARSHIP" | $25,000 | ||||||
| ALBERTINE FOUNDATION | ||||||||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | PC | GRANT FOR COMMUNITY COLLEGE IN FRANCE FOR LA STUDENTS | $20,000 | ||||||
| FLORIDA STATE UNIVERSITY RESEARCH FOUNDATION INC | ||||||||||||
| 2000 LEVY AVENUE SUITE 351 | TALLAHASSEE | FL | 32310 | PC | ACADEMIC RESEARCH GRANT, GRANTEE: ANNE BARRETT | $20,000 | ||||||
| NATIONAL CONSUMER LAW CENTER | ||||||||||||
| 7WINTHROP SQUARE 4TH FLOOR | BOSTON | NV | 02110 | PC | ACADEMIC RESEARCH GRANT | $20,000 | ||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | ||||||||||||
| PO BOX 744695 | LOS ANGELES | CA | 900744695 | PC | ACADEMIC RESEARCH GRANT, GRANTEE: ANGELA PERONE | $20,000 | ||||||
| TREASURER OF VIRGINIA TECH | ||||||||||||
| NORTH END CENTER SUITE 4200300 | BLACKSBURG | VA | 24061 | PC | ACADEMIC RESEARCH GRANT | $20,000 | TURNER ST NW | |||||
| ANIELA RODRIGUEZ | ||||||||||||
| I | AURA ESTRADA PRIZE | $12,500 | AVE PRESIDENTES 80 INT 401 COL | CIUDAD DE MEXICO | CP 03303 | MX | PORTALES NORTE DEL BENITO JUAREZ | |||||
| FOOD FORWARD INC | ||||||||||||
| 7412 FULTON AVENUE SUITE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| FOOD SHARE | ||||||||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| LOS ANGELES REGIONAL FOOD BANK | ||||||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| MEND | ||||||||||||
| 10641 N SAN FERNANDOROAD | PACOIMA | CA | 91331 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| NEVADA PARTNERSHIP FOR HOMELESS YOUTH | ||||||||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| RESCUE MISSION ALLIANCE | ||||||||||||
| 12701 VAN NUYS BLVD SUITE A | PACOIMA | CA | 91331 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| SACRAMENTO FOOD BANK & FAMILY SERVICES | ||||||||||||
| 1951 BELL AVENUE | SACRAMENTO | CA | 95838 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| SACRAMENTO LOAVES AND FISHES | ||||||||||||
| PO BOX 13495 | SACRAMENTO | CA | 95813 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| THE MIDNIGHT MISSION | ||||||||||||
| 601 S SAN PEDRO STREET | LOS ANGELES | CA | 90014 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| UNION STATION HOMELESS SERVICES | ||||||||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| WOMEN'S EMPOWERMENT | ||||||||||||
| 1590 NORTH A STREET | SACRAMENTO | CA | 95811 | PC | GENERAL OPERATING SUPPORT | $12,500 | ||||||
| MAYA EDUCATIONAL FOUNDATION | ||||||||||||
| PO BOX 1483 | WELLFLEET | MA | 02667 | PC | GENERAL OPERATING SUPPORT | $11,000 | ||||||
| ALISON H DEMING | ||||||||||||
| 5506 N VIA PAPAVERO | TUCSON | AZ | 85750 | I | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| ARTES DE MEXICO EN UTAH | ||||||||||||
| 209 E 500 S SALT LAKE CITY | SALT LAKE CITY | UT | 84111 | PC | GRANT FOR "ECHOES OF LIVING TRADITIONS" | $10,000 | ||||||
| ARTES DE MEXICO EN UTAH | ||||||||||||
| 209 E 500 S SALT LAKE CITY | SALT LAKE CITY | UT | 84111 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| BALAM RODRIGO | ||||||||||||
| I | GENERAL OPERATING SUPPORT | $10,000 | CIRCUITO LAS PERAS 700-A | FRACCIONAMIENTO SAN FRANC | CHIAPAS C.P. 2924 | MX | ||||||
| DANIEL ROUNDS | ||||||||||||
| PO BOX 15966 | SACRAMENTO | CA | 958520966 | I | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| FRANCISCO GOLDMAN | ||||||||||||
| 83 BRATTLEBORO STREET APT 605 | CAMBRIDGE | MA | 02138 | I | FELLOWSHIP | $10,000 | ||||||
| GABRIELA JAUREGUI | ||||||||||||
| 416 JAMES STREET | LOS ANGELES | CA | 90065 | I | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| I DEMAND ACCESS | ||||||||||||
| 238 DELTA PLACE | DANVILLE | CA | 94526 | PC | "GIRLS FOR EMPOWERMENT IN EDUCATION" | $10,000 | ||||||
| JULIAN HERBERT | ||||||||||||
| I | FELLOWSHIP | $10,000 | MANUEL ACUNA NORTE NUMERO 114 | SALTILLO | COAHUILA CP 25000 | MX | INTERIOR 3 COLONIA CENTRO | |||||
| KIRSTIN CHEN | ||||||||||||
| 2655 BUSH ST 417 | SAN FRANCISCO | CA | 94115 | I | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LAUREN MARKHAM | ||||||||||||
| 1042 DWIGHT WAY | BERKELEY | CA | 94710 | I | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LOS ANGELES MISSION | ||||||||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| LUIS ALBERTO URREA | ||||||||||||
| 6S 516 MILCREEK LANCE | NAPERVILLE | IL | 60540 | I | FELLOWSHIP | $10,000 | ||||||
| MATTHEW SALESSES | ||||||||||||
| 212 CLAIRE DRIVE | BLACKSBURG | VA | 24060 | I | FELLOWSHIP | $10,000 | ||||||
| NATALIA TOLEDO PAZ | ||||||||||||
| I | FELLOWSHIP | $10,000 | C MURGUIA 302 COL CENTRO | OAXACA DE JUAREZ | CP 68000 | MX | ||||||
| NATASHA WIMMER | ||||||||||||
| 2919 FORT HAMILTON PARKWAY | BROOKLYN | NY | 11218 | PC | FELLOWSHIP | $10,000 | ||||||
| RANCHO SAN JUAN HIGH SCHOOL BOOSTER CLUB | ||||||||||||
| 1100 ROGGE RD | SALINAS | CA | 93906 | PC | GRANT FOR RANCHO SAN JUAN HIGH SCHOOL BOOSTER CLUB | $10,000 | ||||||
| SIERRA CRANE MURDOCK | ||||||||||||
| 814 7TH STREET | HOOD RIVER | OR | 97031 | PC | FELLOWSHIP | $10,000 | ||||||
| TERESE MAILHOT | ||||||||||||
| 825 ASHLAND ST | WEST LAFAYETTE | IN | 47906 | I | FELLOWSHIP | $10,000 | ||||||
| THE LOUIS MOREAU INSTITUE | ||||||||||||
| 777 EAST SOUTH TEMPLE UNIT 7-I | SALT LAKE CITY | UT | 84012 | PC | GRANT FOR MUSIC PERFORMANCE 2024 FESTIVAL | $10,000 | ||||||
| UC SANTA BARBARA ARTS & LECTURES | ||||||||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 931065030 | PC | GRANT FOR "JEAN-YVES THIBAUDET" | $10,000 | BARBARA | |||||
| UNION RESCUE MISSION | ||||||||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GENERAL OPERATING SUPPORT | $10,000 | ||||||
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||||||
| 1508 E HELEN ST PO 210150 | TUCSON | AZ | 85721 | PC | GRANT FOR CENTER ON LITERARY ARTS SPONSORED PROSE READING | $10,000 | ||||||
| UNIVERSITY OF ARIZONA FOUNDATION | ||||||||||||
| 1508 E HELEN ST PO 210150 | TUCSON | AZ | 85721 | PC | GRANT FOR BORCHARD CENTER ON LITERARY ARTS | $10,000 | ||||||
| YANN MARTEL | ||||||||||||
| I | FELLOWSHIP | $10,000 | 833 TEMPERANCE STREET | SASKATOON | SK S7N 0N2 | CA | ||||||
| ALVARO ENRIGUE | ||||||||||||
| 94 HAMILTON PL 4B | NEW YORK | NY | 10031 | I | FELLOWSHIP | $7,500 | ||||||
| BRENDA VAZQUEZ LOZANO | ||||||||||||
| I | SR FELLOWSHIP | $3,000 | CALLE PROGRESO 228 DEPTO 7 | CIUDAD DE MEXICO | ESCANDON | MX | ||||||
| MARCELA JOYA | ||||||||||||
| 546 WEST 156TH STREET APT 29 | NEW YORK | NY | 10032 | I | FELLOWSHIP | $3,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,606,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $83,388 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $356,706 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,775,723 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $621,654 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FOREIGN EXCHANGE LOSS | 01 | -$653 |
| RETURN OF CAPITAL | 01 | $70,120 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,906,938 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,906,938 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $36,150 | Amt |
| Net Investment Income | $26,751 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $9,399 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (53 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| 1900 SACRAMENTO | 1986-03-31 | $1,947,460 | $1,947,460 | SL | 39.000000000000 | $0 | $0 | |
| RAILRPAD SPUR 1900 SACRAMENTO | 1986-03-31 | $30,033 | NC | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. | 1986-03-31 | $1,386,956 | $1,386,956 | SL | 39.000000000000 | $0 | $0 | |
| ROOF-MATEO | 1986-03-31 | $43,040 | $43,040 | 200DB | 7.000000000000 | $0 | $0 | |
| REFIGERATION EQUIPMENT MATEO STREET | 1996-07-31 | $38,000 | $38,000 | 200DB | 7.000000000000 | $0 | $0 | |
| 1104 LAWRENCE ST. | 1986-03-31 | $1,060,000 | $1,060,000 | SL | 39.000000000000 | $0 | $0 | |
| ROOF-1900 SACRAMENTO STREET | 1992-05-20 | $160,563 | $160,563 | 200DB | 7.000000000000 | $0 | $0 | |
| VARIOUS IMPR. INCL. SEISMIC RETROFIT AT 1900 SACRAMENTO AND PARKING LO | 1995-12-31 | $298,465 | $298,465 | 200DB | 7.000000000000 | $0 | $0 | |
| LOT 8TH AND WILSON | 1993-08-11 | $589,518 | NC | $0 | $0 | 0.000000000000 | ||
| LOT 8TH AND LEMON | 1997-01-07 | $94,919 | NC | $0 | $0 | 0.000000000000 | ||
| FENCE FOR 8TH AND LEMON | 1998-12-26 | $5,975 | $5,975 | 200DB | 7.000000000000 | $0 | $0 | |
| SEISMIC RETROFIT COSTS AT 1102-1104 LAWRENCE & MATEO STREET | 1995-12-31 | $127,481 | $127,481 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ROOF AT 1104 LAWRENCE | 1998-12-31 | $55,881 | $55,881 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ROOF AT 1102 LAWRENCE | 2009-04-07 | $14,450 | $8,667 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ROOF AT 1101-1131 MATEO ST. | 1998-12-31 | $121,182 | $121,182 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ASPHALT PAVING - MATEO | 1999-09-24 | $24,500 | $24,500 | 200DB | 7.000000000000 | $0 | $0 | |
| HEAT/AIRCONDITIONING UNIT 1102 LAWRENCE ST. | 2001-01-22 | $6,200 | $6,200 | 200DB | 7.000000000000 | $0 | $0 | |
| HEAT/AIRCONDITIONING UNIT 1104 LAWRENCE ST. | 2002-03-04 | $5,250 | $5,250 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ASPHALT PAVING - 1104 LAWRENCE | 2003-11-28 | $62,134 | $57,988 | 200DB | 7.000000000000 | $0 | $0 | |
| 1900 SACRAMENTO TENANT IMPROVEMENT | 2004-12-30 | $100,000 | $86,671 | 200DB | 7.000000000000 | $0 | $0 | |
| ADDITIONAL IMPROVEMENT | 2014-12-31 | $135,000 | $135,000 | 200DB | 7.000000000000 | $0 | $0 | |
| 1900 SACRAMENTO 6,684 SQFT. ACQD DRIVEWAY PROPERTY | 2007-06-01 | $233,940 | NC | $0 | $0 | 0.000000000000 | ||
| 1900 SACRAMENTO ASPHALT PAVING | 2005-01-26 | $72,730 | $63,037 | 200DB | 5.000000000000 | $0 | $0 | |
| MAJOR ROOF IMPROVEMENTS 1900 SAC & MATEO STREET | 2017-07-31 | $76,548 | $72,563 | 200DB | 7.000000000000 | $3,985 | $0 | |
| MAJOR ROOF IMPROVEEMNTS & HVAC PLATFORM LAWRENCE ST | 2017-07-31 | $42,836 | $40,606 | 200DB | 7.000000000000 | $2,230 | $0 | |
| 1900 SACRAMENTO LAND | 1986-03-31 | $1,294,330 | NC | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. LAND | 1986-03-31 | $1,104,694 | NC | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. IMPROVEMENT | 2019-07-31 | $18,950 | $3,792 | SL | 20.000000000000 | $948 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-03-20 | $9,927 | $1,653 | SL | 20.000000000000 | $496 | $0 | |
| 1111 MATEO ST. CONSTRUCTION | 2020-03-20 | $198,543 | $33,090 | SL | 20.000000000000 | $9,927 | $0 | |
| 1111 MATEO ST. ROOF REPAIRS | 2020-03-26 | $68,950 | $11,493 | SL | 20.000000000000 | $3,448 | $0 | |
| CONSTRUCTION | 2020-04-20 | $229,635 | $37,316 | SL | 20.000000000000 | $11,482 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-04-21 | $11,482 | $1,866 | SL | 20.000000000000 | $574 | $0 | |
| ARTCHITECT PROJECT | 2020-04-28 | $3,000 | $488 | SL | 20.000000000000 | $150 | $0 | |
| ARTCHITECT PROJECT | 2020-05-02 | $6,055 | $985 | SL | 20.000000000000 | $303 | $0 | |
| 1111 MATEO ST. CONSTRUCTION | 2020-05-18 | $66,845 | $10,583 | SL | 20.000000000000 | $3,342 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-05-19 | $3,342 | $529 | SL | 20.000000000000 | $167 | $0 | |
| HILLMANN CONSULTING | 2020-06-08 | $129 | $19 | SL | 20.000000000000 | $6 | $0 | |
| HILLMANN CONSULTING | 2020-06-25 | $2,581 | $398 | SL | 20.000000000000 | $129 | $0 | |
| 1111,1121,1141, MATEO ST ARCHITECT | 2019-10-31 | $1,000 | $188 | SL | 20.000000000000 | $50 | $0 | |
| PROJECT DESIGN | 2020-01-02 | $3,052 | $548 | SL | 20.000000000000 | $153 | $0 | |
| PROECT DESIGN | 2020-03-09 | $4,000 | $683 | SL | 20.000000000000 | $200 | $0 | |
| WEST COAST ROOFING | 2023-06-14 | $375,836 | $3,131 | SL | 20.000000000000 | $18,792 | $0 | |
| 1111 MATEO ST. NEW ROOF | 2023-06-14 | $151,187 | $1,260 | SL | 20.000000000000 | $7,559 | $0 | |
| WEST COAST ROOFING - PERMIT | 2023-06-14 | $2,341 | $20 | SL | 20.000000000000 | $20 | $0 | |
| WEST COAST ROOFING | 2023-04-26 | $74,751 | SL | 20.000000000000 | $3,738 | $0 | ||
| DELTA CONSTRUCTION AND MECHANICAL - ELECTRICAL | 2024-02-07 | $35,963 | SL | 20.000000000000 | $899 | $0 | ||
| DELTA CONSTRUCTION AND MECHANICAL - HVAC | 2024-02-07 | $33,084 | SL | 20.000000000000 | $827 | $0 | ||
| DELTA CONSTRUCTION AND MECHANICAL - ELECTRICAL SCOPE | 2024-03-04 | $28,770 | SL | 20.000000000000 | $599 | $0 | ||
| DELTA CONSTRUCTION AND MECHANICAL - HVAC UNIT | 2024-03-11 | $41,355 | SL | 20.000000000000 | $862 | $0 | ||
| DELTA CONSTRUCTION AND MECHANICAL - ELECTRICAL EQUIPMENT | 2024-03-18 | $79,118 | SL | 20.000000000000 | $1,319 | $0 | ||
| CUSHMAN & WAKEFIELD OF CA, INC | 2024-06-03 | $2,038 | SL | 20.000000000000 | $17 | $0 | ||
| DELTA CONSTRUCTION AND MECHANICAL | 2024-06-03 | $11,988 | SL | 20.000000000000 | $100 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300,000 UNITS BOFA FINANCE LLC NOTE LKD NDX RTY SPX 03/29/29 | $300,000 | $294,360 |
| 300,000 UNITS HSBC USA INC NOTE LKD RTY SPX 04/09/29 | $300,000 | $296,310 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (26 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 5414 UNITS GLOBAL X CYBERSECURITY ETF | $158,243 | $161,067 |
| 12314 UNITS ISHARES 1-5 YEAR INVESTMENT GRADE CORP BOND ETF | $635,094 | $638,727 |
| 7189 UNITS ISHARES SHORT TREASURY BOND ETF | $791,333 | $794,672 |
| 1591 UNITS SECTOR HEALTHCARE SELECT SECTOR SPDR ETF | $237,377 | $238,061 |
| 4074 UNITS SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF | $317,304 | $317,161 |
| 1737 UNITS CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETD | $310,254 | $325,670 |
| 1465 UNITS SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF | $315,993 | $320,542 |
| 7906 UNITS SELECT SECTOR TR REAL ESTATE SPDR ETF | $303,110 | $325,648 |
| 4370 UNITS VANECK GOLD MINERS ETF | $171,352 | $165,754 |
| 3930 UNITS VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $241,009 | $243,188 |
| 7315 UNITS VANGUARD FTSE EMERGING MARKETS ETF | $307,631 | $323,981 |
| 1223 UNITS VANGUARD SMALL CAP VALUE ETF | $237,796 | $242,558 |
| 2419 UNITS VANGUARD SMALL CAP ETF | $522,251 | $564,595 |
| 1399 UNITS GLOBAL X CYBERSECURITY ETF | $40,891 | $41,620 |
| 1061 UNITS ISHARES 1-5 YEAR INVESTMENT GRADE CORP BOND ETF | $54,721 | $55,034 |
| 619 UNITS ISHARES SHORT TREASURY BOND ETF | $68,285 | $68,424 |
| 412 UNITS SECTOR HEALTHCARE SELECT SECTOR SPDR ETF | $61,470 | $61,648 |
| 878 UNITS SECTOR CONSUMER STAPLES SELECT SECTOR SPDR ETF | $68,383 | $68,352 |
| 374 UNITS CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $67,228 | $70,121 |
| 315 UNITS SECTOR TECHNOLOGY SELECT SECTOR SPDR ETF | $67,944 | $68,922 |
| 1704 UNITS SELECT SECTOR TR REAL ESTATE SPDR ETF | $66,366 | $70,188 |
| 1127 UNITS VANECK GOLD MINERS ETF | $42,749 | $42,747 |
| 451 UNITS VANGUARD TOTAL INTL STOCK INDEX FUND ETF | $27,658 | $27,908 |
| 630 UNITS VANGUARD FTSE EMERGING MARKETS ETF | $26,395 | $27,903 |
| 105 UNITS VANGUARD SMALL CAP VALUE ETF | $20,416 | $20,825 |
| 179 UNITS VANGUARD SMALL CAP ETF | $38,723 | $41,779 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $3,347,434 | $0 | $3,347,434 | $9,646,418 |
| BUILDINGS | $4,394,416 | $4,394,416 | $0 | $12,663,543 |
| BUILDING IMPROVEMENTS | $2,851,816 | $1,531,393 | $1,320,423 | $7,340,039 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (4 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERSOURCE LIFE INS CO RIVERSOURCE STRUCTURED SOLUTIONS ANNUITY | AT COST | $2,259,201 | $2,814,415 |
| 126,971.882 UNITS OWL ROCK TECHNOLOGY FINANCE CORP | AT COST | $2,000,000 | $2,171,219 |
| 58,542.525 UNITS CARLYLE TACTICAL PRIVATE CREDIT | AT COST | $500,000 | $500,539 |
| 23,177.925 UNITS CARLYLE TACTICAL PRIVATE CREDIT | AT COST | $200,000 | $198,171 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - RENTAL PROPERTIES | CategoryTxt |
| Legal Fees | $16,117 | LegalFeesAmt |
| Net Investment Income | $16,117 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDUC. CENTER, FRANCE | $440,547 | $440,547 | $440,547 |
| DEPOSITS | $6,914 | $6,914 | $6,914 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER OFFICE EXPENSE | $14,607 | $3,944 | $10,663 |
| INFORMATION TECHNOLOGY | $35,899 | $26,565 | $9,334 |
| INSURANCE | $6,092 | $5,848 | $244 |
| ASSESSMENTS | $24,906 | $18,430 | $6,476 |
| REPAIRS & MAINTENANCE | $4,129 | $3,055 | $1,074 |
| MEALS & GIFTS | $5,031 | $3,723 | $1,308 |
| INSURANCE - RENTAL PROPERTIES | $165,982 | $165,982 | $0 |
| MISC. RENTAL EXPENSES - RENTAL PROPERTIES | $7,186 | $7,186 | $0 |
| REPAIRS & MAINTENANCE - RENTAL PROPERTIES | $167,412 | $167,412 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FOREIGN EXCHANGE LOSS | -$653 | -$653 |
| RETURN OF CAPITAL | $70,120 | $70,120 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REFUNDED | Desc |
| Amt | $13,245 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $229,764 | BOYBookValueAmt |
| EOY Book Value | $231,503 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $5,000 | $3,700 | $1,300 |
| INVESTMENT MGMT FEE | $13,154 | $13,154 | $0 |
| PAYROLL PROCESSING FEES | $1,671 | $1,237 | $434 |
| SECURITY - RENTAL PROPERTIES | $321,461 | $321,461 | $0 |
| COMMISSIONS - RENTAL PROPERTIES | $125,677 | $125,677 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| STATE & LOCAL TAXES | $204 | $0 | $0 |
| PROPERTY TAX | $2,308 | $0 | $0 |
| PROPERTY TAX - RENTAL PROPERTIES | $156,505 | $156,505 | $0 |
| CITY BUSINESS TAXES - RENTAL PROPERTIES | $3,243 | $3,243 | $0 |
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