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BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
Tax period
2022-01-01 to 2022-12-31
Filed
2023-05-15
IRS object ID
202341359349104059
Schema version
2022v5.0
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)
Return2023-05-15T11:44:37-07:00ReturnTs
Tax Period End2022-12-31TaxPeriodEndDt

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 Begin2022-01-01TaxPeriodBeginDt

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
Signature2023-05-15SignatureDt
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)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,142,052FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$63,076DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,076DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$29NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,653GrossSalesPriceAmt
Total Rev And Expnss$63,047TotalRevAndExpnssAmt
Total Net Invst Incm$63,076TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,200AccountingFeesChrtblPrpsAmt
Taxes Rev And Expnss$1,835TaxesRevAndExpnssAmt
Taxes Net Invst Incm$897TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$75TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$119OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$119OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$5,154TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,016TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$173,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$173,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$178,904TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,016TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$177,025TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$115,857ExcessRevenueOverExpensesAmt
Net Investment Income$62,060NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$747,853SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$627,823SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$627,823SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,026,433CorporateStockBOYAmt
Corporate Stock EOY$1,027,455CorporateStockEOYAmt
Corporate Stock EOYFMV$2,512,092CorporateStockEOYFMVAmt
Other Assets EOY$2,137OtherAssetsEOYAmt
Other Assets EOYFMV$2,137OtherAssetsEOYFMVAmt
Total Assets BOY$1,774,286TotalAssetsBOYAmt
Total Assets EOY$1,657,415TotalAssetsEOYAmt
Total Assets EOYFMV$3,142,052TotalAssetsEOYFMVAmt
Other Liabilities BOY$1,014OtherLiabilitiesBOYAmt
Total Liabilities BOY$1,014TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,773,272CapitalStockBOYAmt
Capital Stock EOY$1,657,415CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,773,272TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,657,415TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,774,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,657,415TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,773,272TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$115,857ExcessRevenueOverExpensesAmt
Subtotal$1,657,415SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,657,415TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertySEE EXHIBIT BPropertyDesc
How AcquiredPHowAcquiredCd
Acquired2001-01-01AcquiredDt
Sold2022-11-01SoldDt
Gross Sales Price$1,653GrossSalesPriceAmt
Cost Or Other Basis$1,682CostOrOtherBasisAmt
Gain Or Loss-$29GainOrLossAmt
Gains Minus Excess Or Losses-$29GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$29CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$863InvestmentIncomeExciseTaxAmt
Subtotal$863SubtotalAmt
Tax Based On Investment Income$863TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Overpayment$2,137OverpaymentAmt
Applied To ES Tax$2,137AppliedToESTaxAmt

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$2,616,536AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$715,119AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,331,655TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,331,655AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$49,975CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,281,680NetVlNoncharitableAssetsAmt
Minimum Investment Return$164,084MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$164,084MinimumInvestmentReturnAmt
Tax Based On Investment Income$863TaxBasedOnInvestmentIncomeAmt
Total Tax$863TotalTaxAmt
Distributable Before Adj$163,221DistributableBeforeAdjAmt
Distributable Before Ded$163,221DistributableBeforeDedAmt
Distributable As Adjusted$163,221DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$177,025ExpensesAndContributionsAmt
Qualifying Distributions$177,025QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$163,221DistributableAsAdjustedAmt
Undistributed Income PY$170,418UndistributedIncomePYAmt
Qualifying Distributions$177,025QualifyingDistributionsAmt
Applied To Year1$170,418AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$6,607AppliedToCurrentYearAmt
Undistributed Income CY$156,614UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDN HOLLYWOODCA91601PCGENERAL FUND$2,000
CONCERN FOUNDATION
1026 S ROBERTSON BLVD STE 300LOS ANGELESCA90035PCGENERAL FUND$15,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUECHICAGOIL60637PCGENERAL FUND$5,000
RONALD MCDONALD HOUSE
763 S PASADENA AVENUEPASADENACA91105PCGENERAL FUND$1,000
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$10,000
LOS ANGELES REVIEW OF BOOKS
1614 S CENTRAL AVEGLENDALECA91204PCGENERAL SUPPORT$20,000
ANTI-DEFAMATION LEAGUE
10495 CALIFORNIA ROUTE 2LOS ANGELESCA90025PCGENERAL SUPPORT$10,000
WESTERN JUSTICE CENTER
55 S GRAND AVEPASADENACA91105PCGENERAL SUPPORT$10,000
PASADENA ARTS LEAGUE
2847 CUMBERLAND ROADSAN MARINOCA91108PCGENERAL SUPPORT$450
LOS ANGELES COUNTY MUSEUM
900 W EXPOSITION BLVDLOS ANGELESCA90007PCGENERAL SUPPORT$300
HUNTINGTON HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91105PCGENERAL SUPPORT$15,000
PANCREATIC CANCER ACTION NETWORKS
1500 ROSECRANS AVE 200MANHATTAN BEACHCA90266PCGENERAL SUPPORT$10,000
LUNDQUIST INSTITUTE
1124 W CARSON STTORRANCECA90502PCGENERAL SUPPORT$5,000
DEATH WITH DIGNITY
520 SW 6TH AVE SUITE 1220PORTLANDOR97204PCGENERAL SUPPORT$5,000
THE KUHN FOUNDATION
723 EUCLID STREET APT BSANTA MONICACA90402PCGENERAL SUPPORT$5,000
UCLA JONSSON COMPREHENSIVE CANCER C
10833 LE CONTE AVELOS ANGELESCA90024PCGENERAL SUPPORT$60,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$173,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,076ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$29ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$63,047ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$63,047TotalIncomeProducingActyAmt

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$1,027,455EOYBookValueAmt
EOYFMV$2,512,092EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

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

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

FieldValueIRS element (for citing)
DescADR FEESDesc
Revenue And Expenses Per Books$119RevenueAndExpensesPerBooksAmt
Net Investment Income$119NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$863
FOREIGN TAXES$897$897
OTHER TAXES$75$75

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