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BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-05-11
IRS object ID
202221319349105962
Schema version
2021v4.0
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)
Return2022-05-11T14:19:59-07:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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
Signature2022-05-11SignatureDt
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

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)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,743,729FMVAssetsEOYAmt
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$51,625DividendsRevAndExpnssAmt
Dividends Net Invst Incm$51,625DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$80,782NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$276,419GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$80,782CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$132,407TotalRevAndExpnssAmt
Total Net Invst Incm$132,407TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$3,100LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$3,100LegalFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,503TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,664TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$25TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$276OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$265OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$11OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$6,879TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,929TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,136TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$147,682ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$147,682ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$154,561TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,929TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$150,818TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$22,154ExcessRevenueOverExpensesAmt
Net Investment Income$130,478NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$712,593SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$747,853SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$747,853SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,082,712CorporateStockBOYAmt
Corporate Stock EOY$1,026,433CorporateStockEOYAmt
Corporate Stock EOYFMV$2,995,876CorporateStockEOYFMVAmt
Other Assets BOY$121OtherAssetsBOYAmt
Total Assets BOY$1,795,426TotalAssetsBOYAmt
Total Assets EOY$1,774,286TotalAssetsEOYAmt
Total Assets EOYFMV$3,743,729TotalAssetsEOYFMVAmt
Other Liabilities EOY$1,014OtherLiabilitiesEOYAmt
Total Liabilities EOY$1,014TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,795,426CapitalStockBOYAmt
Capital Stock EOY$1,773,272CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,795,426TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,773,272TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,795,426TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,774,286TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,795,426TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$22,154ExcessRevenueOverExpensesAmt
Subtotal$1,773,272SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,773,272TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE EXHIBIT BP2021-01-012021-11-01$186,008$127,146$58,862$58,862
SEE EXHIBIT BP2021-01-012021-11-01$2$2
SEE EXHIBIT BP2001-01-012021-11-01$49,925$57,231-$7,306-$7,306
SEE EXHIBIT BP2010-01-012021-11-01$40,484$11,258$29,226$29,226
FieldValueIRS element (for citing)
Capital Gain Net Income$80,782CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$58,862NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,814InvestmentIncomeExciseTaxAmt
Subtotal$1,814SubtotalAmt
Tax Based On Investment Income$1,814TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$800EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$800TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$1,014TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

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$2,889,615AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$706,816AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,596,431TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,596,431AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$53,946CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,542,485NetVlNoncharitableAssetsAmt
Minimum Investment Return$177,124MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$177,124MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,814TaxBasedOnInvestmentIncomeAmt
Total Tax$1,814TotalTaxAmt
Distributable Before Adj$175,310DistributableBeforeAdjAmt
Distributable Before Ded$175,310DistributableBeforeDedAmt
Distributable As Adjusted$175,310DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$150,818ExpensesAndContributionsAmt
Qualifying Distributions$150,818QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$175,310DistributableAsAdjustedAmt
Undistributed Income PY$145,926UndistributedIncomePYAmt
Qualifying Distributions$150,818QualifyingDistributionsAmt
Applied To Year1$145,926AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,892AppliedToCurrentYearAmt
Undistributed Income CY$170,418UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (24 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$17,000
JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048PCGENERAL FUND$5,000
UNIVERSITY OF CHICAGO
5801 SOUTH ELLIS AVENUECHICAGOIL60637PCGENERAL FUND$5,000
PASADENA RONALD MCDONALD HOUSE
763 S PASADENA AVENUEPASADENACA91105PCGENERAL FUND$1,000
METHODIST HOSPITAL FOUNDATION
300 W HUNTINGTON DRIVEARCADIACA91007SO IIGENERAL FUND$1,100
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$10,000
LOS ANGELES REVIEW OF BOOKS
1614 S CENTRAL AVEGLENDALECA91204PCGENERAL SUPPORT$38,500
ANTI-DEFAMATION LEAGUE
10495 CALIFORNIA ROUTE 2LOS ANGELESCA90025PCGENERAL SUPPORT$5,000
WESTERN JUSTICE CENTER
55 S GRAND AVEPASADENACA91105PCGENERAL SUPPORT$10,000
WASHINGTON UNIVERSITY IN ST LOUIS
ONE BROOKINGS DRIVEST LOUISMO63130PCGENERAL SUPPORT$500
PASADENA ARTS LEAGUE
2847 CUMBERLAND ROADSAN MARINOCA91108PCGENERAL SUPPORT$850
BEAUTY BUS FOUNDATION
2716 OCEAN PARK BLVD 1062SANTA MONICACA90405PCGENERAL SUPPORT$1,000
HUNTINGTON HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91105PCGENERAL SUPPORT$15,000
BREAST CANCER RESEARCH
28 W 44TH ST 609NEW YORKNY10036PCGENERAL SUPPORT$5,000
LUNDQUIST INSTITUTE
1124 W CARSON STTORRANCECA90502PCGENERAL SUPPORT$5,000
DEATH WITH DIGNITY
520 SW 6TH AVE SUITE 1220PORTLANDOR97204PCGENERAL SUPPORT$5,000
LEUKEMIA AND LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE STE 200RYE BROOKNY10573PCGENERAL SUPPORT$500
BROADWAY CARES
165 WEST 46TH ST STE 1300NEW YORKNY10036PCGENERAL SUPPORT$1,032
ALZHEIMERS ASSOCIATION
225 N MICHIGAN AVE FLOOR 17CHICAGOIL60601PCGENERAL SUPPORT$200
LOYOLA LAW SCHOOL INNOCENT PROJECT
919 ALBANY STLOS ANGELESCA90015PCGENERAL SUPPORT$5,000
MIRY'S LIST
23564 CALABASAS RD STE 201CALABASASCA91302PCGENERAL SUPPORT$5,000
THE KUHN FOUNDATION
723 EUCLID STREET APT BSANTA MONICACA90402PCGENERAL SUPPORT$5,000
OPEN SOCIETY FOUNDATION
224 WEST 57TH STREETNEW YORKNY10019PCGENERAL SUPPORT$5,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$147,682TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$51,625ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$80,782ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$132,407ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$132,407TotalIncomeProducingActyAmt

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

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
Legal Fees$3,100LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,100DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
ADR FEES$265$265
OFFICE EXPENSE$11$11

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
EOY Book Value$1,014EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$1,814
OTHER TAXES$1,689$1,664$25

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