ALBERT AND ELAINE BORCHARD FOUNDATION INC: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT AND ELAINE BORCHARD FOUNDATION INC (EIN 95-3294377)
- Tax period
- 2020-08-01 to 2021-07-31
- Filed
- 2021-12-15
- IRS object ID
- 202123499349100427
- Schema version
- 2020v4.1
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-12-15T11:11:24-06:00 | ReturnTs |
| Tax Period End | 2021-07-31 | 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 SOUTH 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 | 2020-08-01 | 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 | 2550 NORTH HOLLYWOOD WAY NO 205 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANNA BELING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8185651020 | PhoneNum |
| Signature | 2021-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JANNA | PersonFirstNm |
| Person Last | BELING | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,246,577 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $72,386 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $785 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $785 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $188,830 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $188,830 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,777,213 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,777,213 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $735,915 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $590,074 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $10,370,990 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $590,074 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | -$10,518 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,618,770 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,556,902 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $426,144 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $315,347 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $110,797 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $52,058 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $38,523 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,535 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,094 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,030 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,064 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $16,481 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $16,481 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,700 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,300 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $241,582 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $234,064 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,518 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $179,616 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $165,848 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $64,928 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $17,300 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $12,802 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $4,498 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,610 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $1,931 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $679 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $708,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $694,809 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,993 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,718,615 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,486,535 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $153,384 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,400,622 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,400,622 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,119,237 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,486,535 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,554,006 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$500,467 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,070,367 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $67,201 | CashBOYAmt |
| Cash EOY | $257,360 | CashEOYAmt |
| Cash EOYFMV | $257,360 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $4,070,393 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,363,298 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,363,298 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,808,014 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,635,371 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,032,646 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,759,576 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,750,943 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,073,561 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,008,633 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $29,650,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $979,455 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,325,862 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,499,854 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $444,919 | OtherAssetsBOYAmt |
| Other Assets EOY | $443,419 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $443,419 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,443,543 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,033,943 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,246,577 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $137,318 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $229,764 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $137,318 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $229,764 | 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 | $5,529,357 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,027,311 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,306,225 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,804,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,443,543 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,033,943 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,306,225 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$500,467 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $17,805,758 | SubtotalAmt |
| Other Decreases | $1,579 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,804,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPTIAL GAINS DIVIDENDS | P | $173,973 | $173,973 | $173,973 | |||
| SALE OF SECURITIES | $10,197,017 | $416,101 | $416,101 | 2020-08-01 | 2021-07-31 | $9,780,916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $590,074 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,878 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,878 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,878 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,010 | 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 | $15,010 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $132 | OverpaymentAmt |
| Applied To ES Tax | $132 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 |
| Individual With Books | JENNIFER MILLS | IndividualWithBooksNm |
| Phone | 8185651020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 NORTH HOLLYWOOD WAY SUITE 205 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | 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 | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, PRESIDENT | 20.00 | $112,500 | $0 | $618 |
| KRISTEN BELING | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, SECRETARY | 20.00 | $51,250 | $0 | $0 |
| MICHAEL SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $82,501 | $0 | $0 |
| STEPHEN SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $20,000 | $0 | $0 |
| MARY JANE CICCARELLO | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $67,625 | $0 | $0 |
| ANDREW DWIGHT HOTCHKISS | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $22,500 | $0 | $0 |
| JENNIFER MILLS | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | CFO | 20.00 | $69,150 | $0 | $0 |
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 | 2550 N HOLLYWOOD BLVD STE 205 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASST/BOOKKEEPE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $52,058 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $8,546,530 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $5,360,028 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,650,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,556,558 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $43,556,558 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $653,348 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $42,903,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,145,161 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,145,161 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,878 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,878 | TotalTaxAmt |
| Distributable Before Adj | $2,130,283 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,130,283 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,130,283 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,554,006 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,554,006 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,554,006 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,130,283 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $707,346 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,554,006 | QualifyingDistributionsAmt |
| Applied To Year1 | $707,346 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $846,660 | 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 | $1,283,623 | 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 | 2550 N HOLLYWOOD WAY SUITE 205 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 8185651020 | 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | PC | GRANT FOR EXPANDING ADVOCACY FOR CHILDREN IN FOSTER CARE | $150,000 | |
| OLIVE CREST | |||||||
| 4285 NORTH RANCHO DRIVE SUITE 160 | LAS VEGAS | NV | 89130 | PC | GRANT TO SUPPORT FOR MENTAL HEALTH AND HOUSING FOR AT-RISK CHILDREN | $150,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | PC | GRANT FOR TRANSORMATIONAL HEALING AND SUPPORT SERVICES | $75,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | GRANT IN SUPPORT OF OPERATION | $75,000 | |
| 916 INK | |||||||
| 3301 37TH AVENUE | SACRAMENTO | CA | 95824 | PC | GRANT IN SUPPORT OF "FIND YOUR VOICE" PROJECT | $70,000 | |
| BRICEIDA CUEVAS COB | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | CENTER FOR LITERARY ARTS AWARD | $50,050 | |
| COOL EFFECT INC | |||||||
| 100 DRAKES LANDING | GREENBRAE | CA | 94904 | PC | GRANT IN SUPPORT OF ACTION AGAINST CLIMATE CHANGE | $50,000 | |
| USC THORNTON SCHOOL OF MUSIC | |||||||
| ASSISTANT DEAN OF ADVANCEMENT 840 | LOS ANGELES | CA | 90089 | PC | FRANCO-AMERICAINES DE MUSIQUE DE CHAMBRE | $40,000 | WEST 34TH STREET MUS 408D |
| ABA COMMISSION ON LAW AND AGING | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GRANT FOR OPERATIONAL SUPPORT | $40,000 | 400 |
| THE REGENTS OF THE UNIVERSITY OF CA | |||||||
| UNIVERSITY OF CALIFORNIA IRVINE | IRVINE | CA | 92697 | PC | GRANT IN SUPPORT OF CERS GRADUATE RESEARCH FELLOWSHIP PROJECT | $35,000 | |
| JUSTICE IN AGING | |||||||
| 1444 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | GRANT FOR GENERAL OPERATING EXP. FOR HOUSING ADVOCACY | $35,000 | |
| REGENTS OF THE UNIVERSITY OF CA | |||||||
| OFFICE OF DEVELOPMENT 4219 CHEADLE | SANTA BARBARA | CA | 93106 | PC | GRANT FOR EUROPEAN STUDIES FOR ACADEMIC YEAR 2021-2022 | $30,000 | HALL UNIVERSITY OF CALIFORNIA |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 3501 TROUSDALE PARKWAY | LOS ANGELES | CA | 90089 | PC | GRANT IN SUPPORT OF THE EUROPEAN STUDIES FELLOWSHIP PROGRAM THROUGH USC DORNSIFE COLLEGE OF LAS | $30,000 | |
| WESTSIDE FAMILY HEALTH CENTER | |||||||
| 3861 SEPULVEDA BOULEVARD | CULVER CITY | CA | 90230 | PC | GRANT IN SUPPORT OF HEALTHCARE TO UNDERSERVED | $25,000 | |
| AD LUMEN PRESS | |||||||
| AMERICAN RIVER COLLEGE ENGLISH DEPT | SACRAMENTO | CA | 95841 | PC | GRANT IN SUPPORT OF OPERATIONS | $25,000 | 4700 COLLEGE OAK DR |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET SUITE 220 | SANTA BARBARA | CA | 93105 | PC | GRANT IN SUPPORT OF FAMILIES OF CHILDREN WITH CANCER | $20,000 | |
| HEALING CALIFORNIA | |||||||
| 545 S RAYMOND AVE | PASADENA | CA | 91105 | PC | GRANT IN SUPPORT OF PROVIDING FREE MEDICAL CARE FOR NEEDY | $20,000 | |
| MAYA EDUCATIONAL FOUNDATION | |||||||
| PO BOX 1483 | WELLFLEET | MA | 02667 | PC | GRANT IN SUPPORT OF 10 SCHOLARS IN CHIAPAS | $20,000 | |
| NORTHERN ILLINOIS UNIVERSITY | |||||||
| 203 LOWDEN HALL | DEKALB | IL | 60115 | PC | 2021 ACAEMIC RESEARCH GRANT AWARD | $20,000 | |
| WURZWEILER SCHOOL OF SOCIAL WORK-YESHIVA | |||||||
| YESHIVA UNIVERSITY 2495 AMSTERDAM | NEW YORK | NY | 10033 | PC | EXPERIENCES OF LGBTQ PATIENTS AND FAMILIES | $20,000 | AVE BELFER HALL |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 25 BUICK ST 2ND FLOOR | BOSTON | MA | 02215 | PC | GRANT FOR "REVAMPING SOCIAL SECURITY RULES FOR 21ST CENTURY FAMILIES" | $19,344 | |
| UNIVERSITY OF CENTRAL FLORIDA | |||||||
| 12201 RESEARCH PARKWAY SUITE 501 | ORLANDO | FL | 32826 | PC | GRANT FOR "EXAMINING FACILITY, QUALITY, AND STATE CONTEXTUAL FACTORS ASSOCIATED WITH COVID-19 OU... | $18,799 | |
| CLARIS HEALTH | |||||||
| 11500 OLYMPIC BLVD SUITE 570 | LOS ANGELES | CA | 90064 | PC | GRANT IN SUPPORT OF MOBILE MEDICAL UNIT | $15,000 | |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | PC | GRANT FOR TRANSITION AGE YOUTH PROGRAM | $15,000 | |
| FOOD FORWARD INC | |||||||
| 7412 FULTON AVENUE SUITE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GRANT FOR 2020-2021 PRODUCE RECOVERY PROGRAM | $12,500 | |
| FOOD SHARE INC | |||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | PC | GRANT FOR ONGOING FOOD DISTRIBUTION PROGRAM | $12,500 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GRANT FOR AT-RISK INDIVIDUALS IN LOS ANGELES COUNTY | $12,500 | |
| MEND | |||||||
| 10641 N SAN FERNANDOROAD | PACOIMA | CA | 91331 | PC | GRANT IN SUPPORT OF 2021 SERVICES | $12,500 | |
| NEVADA PARTNERSHIP FOR HOMELESS YOUTH | |||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GRANT IN SUPPORT OF SERVICES FOR HOMELESS YOUTH | $12,500 | |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | |||||||
| 3333 THIRD AVENUE | SACRAMENTO | CA | 95817 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| SACRAMENTO LOAVES AND FISHES | |||||||
| PO BOX 13495 | SACRAMENTO | CA | 95813 | PC | GRANT FOR DINING ROOM SERVICES PROGRAM | $12,500 | |
| THE MIDNIGHT MISSION | |||||||
| 601 S SAN PEDRO | LOS ANGELES | CA | 90014 | PC | GRANT FOR MEALS & SUPPORT SERVICES FOR HOMELESS INDIVIDUALS,ELDERLY AND FAMILIES | $12,500 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| WOMEN'S EMPOWERMENT | |||||||
| 1590 NORTH A STREET | SACRAMENTO | CA | 95811 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| RESCUE MISSION ALLIANCE | |||||||
| 12701 VAN NUYS BLVD SUITE A | PACOIMA | CA | 91331 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | PC | GRANT FOR PROVIDING SERVICES TO HOMELESS | $10,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GRANT IN SUPPORT OF SERVICES | $10,000 | |
| RITA DOVE | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| ALVARO ENRIGUE | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| CHRISTIAN KIEFER | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| VALERIA LUISELLI | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| DOUGLAS WAYNE MANUEL II | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| LAUREN MARKHAM | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| NAYOMI MUNAWEERA | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| LUIS ALBERTO URREA | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| MIRIAM TOEWS | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| KATHERENA VERMETTE | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| BRENDA VAZQUEZ LOZANO | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| GUADALUPE SANCHEZ NETTEL | |||||||
| 2550 NORTH HOLLYWOOD WAY NO 205 | BURBANK | CA | 91505 | I | FELLOWSHIP GRANT 2021 | $10,000 | |
| WESTSIDE INFANT-FAMILY NETWORK | |||||||
| 3701 STOCKER STREET SUITE 204 | LOS ANGELES | CA | 90008 | PC | GRANT IN SUPPORT OF IN-HOME MENTAL HEALTH FOR LOW-INCOME FAMILIES | $10,000 | |
| THE LOUIS MOREAU INSTITUE | |||||||
| 3053 DUMAINE | NEW ORLEANS | LA | 70119 | PC | GRANT IN SUPPORT OF NEW MUSIC PRFORMANCE 2021 SEASON | $10,000 | |
| MAYA EDUCATIONAL FOUNDATION | |||||||
| PO BOX 1483 | WELLFLEET | MA | 02667 | PC | GRANT IN SUPPORT OF SNA JTZ'IBAJOM WORK | $10,000 | |
| GLOBAL AIDS INTERFAITH ALLIANCE | |||||||
| PO BOX 3829 | SAN RAFAEL | CA | 94912 | PC | GRANT FOR NURSING SCHOLARSHIP PROGRAM: STRENGTHENING MALAWI'S HEALTH WORKFORCE | $10,000 | |
| ABA COMMISSION ON LAW AND AGING | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | NATIONAL AGING AND LAW CONFERENCE 2021 | $10,000 | 400 |
| JUSTICE IN AGING | |||||||
| 1444 EYE ST NW | WASHINGTON | DC | 20005 | PC | GRANT FOR THE FELLOW GRANT PROGRAM | $10,000 | |
| DISABILITY LAW CENTER | |||||||
| 205 N 400 W | SALT LAKE CITY | UT | 84103 | PC | GRANT TO HELP SENIORS MEET THEIR NEEDS FOR ADVANCED PLANNING | $9,929 | |
| CITY OF HOPE | |||||||
| 1500 E DUARTE RD | DUARTE | CA | 91010 | PC | GRANT IN SUPPORT OF "CHILD LIFE PROGRAM" | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,400,622 | 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 | $785 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $188,830 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $735,915 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $590,074 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE LOSS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$10,518 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,505,086 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,505,086 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EDWARD D SPURGEON | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2928 HIGHLAND AVENUE | AddressLine1Txt |
| City | SACRAMENTO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 95818 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $72,386 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $3,700 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,300 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (42 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 | $103,316 | 200DB | 7.000000000000 | $21,123 | $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 | $48,652 | 200DB | 7.000000000000 | $7,970 | $0 | |
| MAJOR ROOF IMPROVEEMNTS & HVAC PLATFORM LAWRENCE ST | 2017-07-31 | $42,836 | $27,225 | 200DB | 7.000000000000 | $4,460 | $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 | $948 | SL | 20.000000000000 | $948 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-03-20 | $9,927 | $165 | SL | 20.000000000000 | $496 | $0 | |
| 1111 MATEO ST. CONSTRUCTION | 2020-03-20 | $198,543 | $3,309 | SL | 20.000000000000 | $9,927 | $0 | |
| 1111 MATEO ST. ROOF REPAIRS | 2020-03-26 | $68,950 | $1,149 | SL | 20.000000000000 | $3,448 | $0 | |
| CONSTRUCTION | 2020-04-20 | $229,635 | $2,870 | SL | 20.000000000000 | $11,482 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-04-21 | $11,482 | $144 | SL | 20.000000000000 | $574 | $0 | |
| ARTCHITECT PROJECT | 2020-04-28 | $3,000 | $38 | SL | 20.000000000000 | $150 | $0 | |
| ARTCHITECT PROJECT | 2020-05-02 | $6,055 | $76 | SL | 20.000000000000 | $303 | $0 | |
| 1111 MATEO ST. CONSTRUCTION | 2020-05-18 | $66,845 | $557 | SL | 20.000000000000 | $3,342 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-05-19 | $3,342 | $28 | SL | 20.000000000000 | $167 | $0 | |
| HILLMANN CONSULTING | 2020-06-08 | $129 | $1 | SL | 20.000000000000 | $6 | $0 | |
| HILLMANN CONSULTING | 2020-06-25 | $2,581 | $11 | SL | 20.000000000000 | $129 | $0 | |
| 1111,1121,1141, MATEO ST ARCHITECT | 2019-10-31 | $1,000 | $38 | SL | 20.000000000000 | $50 | $0 | |
| PROJECT DESIGN | 2020-01-02 | $3,052 | $89 | SL | 20.000000000000 | $153 | $0 | |
| PROECT DESIGN | 2020-03-09 | $4,000 | $83 | SL | 20.000000000000 | $200 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (40 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 376 UNITS OF ACCENTURE PLC IRELAND CL A NEW | $95,976 | $119,447 |
| 604 UNITS OF MEDTRONIC PLC | $68,676 | $79,311 |
| 854 UNITS OF ABBOTT LABORATORIES | $105,065 | $103,317 |
| 1126 UNITS OF ABBVIE INC | $118,688 | $130,954 |
| 1878 UNITS OF ALTRIA GROUP INC | $82,181 | $90,219 |
| 1705 UNITS OF APPLE INC | $240,706 | $248,691 |
| 184 UNITS OF BLACKROCK INC | $132,490 | $159,559 |
| 883 UNITS OF CHEVRON CORP | $84,689 | $89,899 |
| 1943 UNITS OF CISCO SYSTEMS INC | $88,670 | $107,584 |
| 566 UNITS OF CROWN CASTLE INTL CORP NEW | $94,015 | $109,289 |
| 1240 UNITS OF DISCOVER FINANCIAL SERVICES | $116,527 | $154,157 |
| 337 UNITS OF DUKE ENERGY CORP NEW | $29,832 | $35,422 |
| 649 UNITS OF ARTHUR J GALLAGHER & COMPANY | $78,049 | $90,412 |
| 443 UNITS OF HOME DEPOT INC | $124,071 | $145,388 |
| 288 UNITS OF HONEYWELL INTL INC | $58,760 | $67,331 |
| 235 UNITS OF ILLINOIS TOOL WORKS INC | $52,645 | $53,268 |
| 1032 UNITS OF JPMORGAN CHASE & CO | $153,031 | $156,637 |
| 271 UNITS OF LOCKHEED MARTIN CORP | $91,112 | $100,723 |
| 1371 UNITS OF MERCK & COMPANY INC NEW | $97,673 | $105,389 |
| 898 UNITS OF MICROSOFT CORP | $233,964 | $255,850 |
| 1054 UNITS OF NEXTERA ENERGY INC | $82,440 | $82,107 |
| 1395 UNITS OF PAYCHEX INC | $125,801 | $158,779 |
| 1645 UNITS OF PEPSICO INC | $242,399 | $258,183 |
| 994 UNITS OF PHILIP MORRIS INTL INC | $84,977 | $99,489 |
| 1383 UNITS OF PHILLIPS 66 | $114,944 | $101,553 |
| 480 UNITS OF PROCTER & GAMBLE CO | $61,118 | $68,270 |
| 800 UNITS OF PROLOGIS INC | $84,566 | $102,432 |
| 755 UNITS OF RPM INTERNATIONAL INC | $62,960 | $65,376 |
| 509 UNITS OF SNAP ON INC | $98,823 | $110,952 |
| 754 UNITS OF STARBUCKS CORP | $78,114 | $91,558 |
| 2033 UNITS OF US BANCORP DE NEW | $101,683 | $112,913 |
| 589 UNITS OF UNION PACIFIC CORP | $123,189 | $128,849 |
| 1635 UNITS OF VERIZON COMMUNICATIONS INC | $92,287 | $91,201 |
| 9370 UNITS OF ISHARES GOLD TRUST NEW | $318,016 | $323,827 |
| 7841 UNITS OF ISHARES U S & INTL HIGH YIELD CORP BOND ETF | $397,900 | $396,912 |
| 21661 UNITS OF ISHARES 1-5 YEAR INVESTMENT GRADE CORP BOND ETF | $1,192,217 | $1,189,622 |
| 16929 UNITS OF SPDR PORTFOLIO EMERGING MARKETS ETF | $795,494 | $725,408 |
| 12172 UNITS OF VANECK VECTORS GOLD MINERS ETF | $397,278 | $425,046 |
| 3558 UNITS OF VANGUARD MID CAP ETF | $795,650 | $855,593 |
| 4045 UNITS OF WISDOMTREE JAPAN HEDGED EQUITY FD ETF | $238,695 | $241,729 |
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 | $10,169,644 |
| BUILDINGS | $4,394,416 | $4,394,416 | $0 | $13,350,420 |
| BUILDING IMPROVEMENTS | $2,017,726 | $1,356,527 | $661,199 | $6,129,936 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | OWL ROCK TECHNOLOGY FINANCE CORP | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $1,325,862 | BookValueAmt |
| EOYFMV | $1,499,854 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - RENTAL PROPERTIES | CategoryTxt |
| Legal Fees | $16,481 | LegalFeesAmt |
| Net Investment Income | $16,481 | 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 | $4,372 | $2,872 | $2,872 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $1,579 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP | $2,542 | $0 | $2,542 |
| REPAIRS & MAINTENANCE | $284 | $210 | $74 |
| INSURANCE | $5,303 | $5,091 | $212 |
| INFORMATION TECHNOLOGY | $4,976 | $3,682 | $1,294 |
| OTHER OFFICE EXPENSE | $6,957 | $1,878 | $5,079 |
| MISCELLANEOUS EXPENSES | $18,431 | $13,639 | $4,792 |
| MISC. RENTAL EXPENSES - RENTAL PROPERTIES | $20,837 | $20,837 | $0 |
| INSURANCE - RENTAL PROPERTIES | $86,938 | $86,938 | $0 |
| REPAIRS & MAINTENANCE - RENTAL PROPERTIES | $152,701 | $152,701 | $0 |
| COMMISSION - RENTAL PROPERTIES | $409,833 | $409,833 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE LOSS | Desc |
| Revenue And Expenses Per Books | -$10,518 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | -$10,518 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $137,318 | BOYBookValueAmt |
| EOY Book Value | $229,764 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $28,914 | $21,396 | $7,518 |
| INVESTMENT MGMT FEE | $11,915 | $11,915 | $0 |
| SECURITY - RENTAL PROPERTIES | $200,753 | $200,753 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX | $9,834 | $9,834 | $0 |
| EXCISE TAX | $13,768 | $0 | $0 |
| STATE & LOCAL TAXES | $1,890 | $1,890 | $0 |
| FOREIGN TAXES | $369 | $369 | $0 |
| PROPERTY TAX - RENTAL PROPERTIES | $153,755 | $153,755 | $0 |
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