BURBANK HEALTH CARE FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BURBANK HEALTH CARE FOUNDATION (EIN 95-1643337)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-15
- IRS object ID
- 202243199349107284
- Schema version
- 2021v4.2
- 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
- Cash Deemed Charitable Expln Stmt
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-15T16:32:35-06:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 463462919 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KKAJ LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 27200 TOURNEY ROAD STE 475 | AddressLine1Txt |
| City | VALENCIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91355 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 951643337 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURBANK HEALTH CARE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURB | BusinessNameControlTxt |
| Phone | 8185151200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO 100 W ALAMEDA AVE | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RANDY STEVENSON | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8185151200 | PhoneNum |
| Signature | 2022-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RANDY | PersonFirstNm |
| Person Last | STEVENSON | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT JENSEN JR CPA | PreparerPersonNm |
| PTIN | P00123887 | PTIN |
| Phone | 6617054222 | PhoneNum |
| Preparation | 2022-11-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,447,365 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $123,710 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123,710 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $331,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,390,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $331,173 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $80,524 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $535,407 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $454,883 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $25,212 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,042 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $20,170 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,640 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,528 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $10,112 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,791 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $14,558 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $58,233 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,296 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $7,200 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $1,440 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $5,760 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,923 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,384 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,539 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $132,062 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,952 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $99,814 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $125,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $125,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $257,062 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,952 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $224,814 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $278,345 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $429,931 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $86,514 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $175,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $175,787 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,247 | PrepaidExpensesBOYAmt |
| Other Investments BOY | $5,076,530 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,271,578 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,271,578 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,168,291 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,447,365 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,447,365 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $729 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $729 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,168,291 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,446,636 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,168,291 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,446,636 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,168,291 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,447,365 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,168,291 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $278,345 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,446,636 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,446,636 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SECURITIES (VARIOUS) | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2020-06-30 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $1,390,321 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,059,148 | CostOrOtherBasisAmt |
| Gain Or Loss | $331,173 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $331,173 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $331,173 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $5,976 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $5,976 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $5,976 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,247 | 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 | $5,247 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $729 | 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 | N/A | WebsiteAddressTxt |
| Individual With Books | GERI HERNANDEZ | IndividualWithBooksNm |
| Phone | 8185592423 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1119 S FLOWER STREET NO 4 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| MARSHA JACKSON | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | SECRETARY | 1.00 | $0 | $0 | $0 |
| SUNDER RAMANI | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| RANDY STEVENSON | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | TREASURER | 1.00 | $0 | $0 | $0 |
| CONNIE LACKEY | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | MEMBER OF THE BOARD | 1.00 | $0 | $0 | $0 |
| TOMME LENZ | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | MEMBER OF THE BOARD | 1.00 | $0 | $0 | $0 |
| DR JAMES FELONEY | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | MEMBER OF THE BOARD | 1.00 | $0 | $0 | $0 |
| DR BOYD FLINDERS | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | VICE-CHAIRMAN | 1.00 | $0 | $0 | $0 |
| TJ BAPTIE | ||||||||
| 100 W ALAMEDA AVE | BURBANK | CA | 91502 | MEMBER OF THE BOARD | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $5,174,054 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $150,284 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,324,338 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,324,338 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $4,400,000 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $924,338 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $46,217 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $46,217 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,976 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,976 | TotalTaxAmt |
| Distributable Before Adj | $40,241 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $40,241 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $40,241 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $224,814 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $224,814 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $40,241 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $212,718 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $224,814 | QualifyingDistributionsAmt |
| Applied To Year1 | $212,718 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $12,096 | 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 | $28,145 | 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 | BURBANK HEALTH CARE FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O 1119 S FLOWER ST NO 4 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91502 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8185592423 | RecipientPhoneNum |
| Form And Info And Materials | APPLICANTS MUST COMPLETE A GRANTS APPLICATION PROVIDED BY THE FOUNDATION AND SUBMIT A COPY OF THE APPLICANT'S FINANCIAL STATEMENTS, A COPY OF ITS IRS DETERMINATION LETTER AND ANY OTHER RELEVANT INFORMATION DEEMED NECESSARY | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | GENERALLY NOV. 1ST & NOV. 30TH EACH YEAR, AS APPLICABLE PER TYPE UNLESS BOARD DETERMINES OTHERWISE | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE MADE TO ORGANIZATIONS THAT PROMOTE AND PROVIDE FOR BETTER HEALTH CARE IN THE CITY OF BURBANK | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ASCENCIA | |||||||
| 1851 TYBURN ST | GLENDALE | CA | 91204 | NONE | PC | GRANT | $25,000 |
| BCR A PLACE TO GROW | |||||||
| 230 E AMHERST DR | BURBANK | CA | 91504 | NONE | PC | GRANT | $25,000 |
| BOYS & GIRLS CLUB - BURBANK | |||||||
| 300 E ANGELENO AVE | BURBANK | CA | 91502 | NONE | PC | GRANT | $12,000 |
| BURBANK HOUSING CORPORATION | |||||||
| 1819 GRISMER AVE | BURBANK | CA | 91504 | NONE | PC | GRANT | $25,000 |
| BURBANK YOUNG LIFE | |||||||
| 1119 S FLOWER ST | BURBANK | CA | 91502 | NONE | PC | GRANT | $10,000 |
| FAMILY PROMISE OF THE VERDUGOS | |||||||
| PO BOX 7151 | BURBANK | CA | 91510 | NONE | PC | GRANT | $25,000 |
| VERDUGO HILLS HOSPITAL | |||||||
| 1812 VERDUGO BLVD | GLENDALE | CA | 91208 | NONE | PC | GRANT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $125,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $123,710 | RelatedOrExemptFunctionIncmAmt |
Other Investment Income OtherInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $80,524 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $331,173 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $535,407 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $535,407 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | ALLOWED FOR THE TIMELY PAYMENT OF CHARITABLE GRANTS |
| 7 | AIDED IN PERFORMING TIMELY REVIEWS AND TIMELY PAYMENTS OF GRANTS |
| 8 | AIDED IN PERFORMING TIMELY REVIEWS AND TIMELY PAYMENTS OF GRANTS |
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 | CategoryTxt |
| Amt | $12,640 | Amt |
| Net Investment Income | $2,528 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $10,112 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE BURBANK HEALTH CARE FOUNDATION ESTIMATES IT WILL DISBURSE AT LEAST $4,400,000 FOR CHARITABLE PURPOSES. THIS AMOUNT REPRESENTS DIRECT CHARITABLE DISBURSEMENTS THE FOUNDATION WILL MAKE, AT A MINIMUM, IN 2022. THUS FAR IN 2022, $4,400,000 HAS ALREADY BEEN DISBURSED BY THE FOUNDATION DIRECTLY TO CHARITY. | ShortExplanationTxt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | WELLS FARGO SECURITIES | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $5,271,578 | BookValueAmt |
| EOYFMV | $5,271,578 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $25,212 | LegalFeesAmt |
| Net Investment Income | $5,042 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $20,170 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $5,431 | $1,086 | $4,345 |
| MISCELLANEOUS | $1,492 | $298 | $1,194 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED INVESTMENT GAINS | Desc |
| Revenue And Expenses Per Books | $80,524 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,524 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT FEES | $40,082 | $8,016 | $32,066 |
| ADMINISTRATIVE | $32,709 | $6,542 | $26,167 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES | CategoryTxt |
| Amt | $7,296 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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