ALBERT AND ELAINE BORCHARD FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT AND ELAINE BORCHARD FOUNDATION INC (EIN 95-3294377)
- Tax period
- 2019-08-01 to 2020-07-31
- Filed
- 2020-12-15
- IRS object ID
- 202043509349100709
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-12-15T15:20:14-06:00 | ReturnTs |
| Tax Period End | 2020-07-31 | 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 | 10990 WILSHIRE BLVD 16TH FLOOR | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900243929 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-08-01 | 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 | EXECUTIVE VICE PRESIDENT | PersonTitleTxt |
| Phone | 8185651020 | PhoneNum |
| Signature | 2020-12-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 23.117.149.237 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-12-14 | IPDt |
| IP Tm | 20:02:50 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 1E5C2E37194314C3A47C760AEAFDC059525B6175 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $44,011,184 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $220,880 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $220,880 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $152,660 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $152,660 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,344,260 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,344,260 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $919,829 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $223,354 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,626,819 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $223,354 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $10,123 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $22,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,951,277 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,963,154 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $227,054 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $168,725 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $58,329 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,004 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $40,131 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,873 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,292 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,176 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,116 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $36,828 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $36,828 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $25,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,652 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,448 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $149,810 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $141,378 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,432 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $222,067 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $162,442 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $48,031 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $40,328 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $29,967 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,361 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $24,008 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $17,841 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,167 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $169,290 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $142,553 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,737 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,000,812 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $761,693 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $131,463 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,180,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,180,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,181,102 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $761,693 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,311,753 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$229,825 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,201,461 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $160,862 | CashBOYAmt |
| Cash EOY | $67,201 | CashEOYAmt |
| Cash EOYFMV | $67,201 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,152,265 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,070,393 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,070,393 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,354,367 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,106,577 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,808,014 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,826,884 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,759,576 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,686,015 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $3,494,101 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,073,561 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $29,650,000 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $5,000,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $0 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $0 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $979,455 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $951,787 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $440,547 | OtherAssetsBOYAmt |
| Other Assets EOY | $444,919 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $444,919 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,708,719 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,443,543 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $44,011,184 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $217,077 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $137,318 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $217,077 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $137,318 | 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 | $5,714,774 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,529,357 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,491,642 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,306,225 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,708,719 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,443,543 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,491,642 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$229,825 | ExcessRevenueOverExpensesAmt |
| Other Increases | $44,408 | OtherIncreasesAmt |
| Subtotal | $18,306,225 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,306,225 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $3,549,353 | $3,403,465 | $145,888 | $145,888 |
| CAPITAL GAINS DIVIDENDS | P | $77,466 | $77,466 | $77,466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $223,354 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,472,851 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,418,380 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046879 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,442,518 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $31,243,775 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046170 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,519,171 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,825,747 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.049283 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,579,099 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $30,487,614 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051795 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,454,437 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $28,578,255 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050893 | DistributionYr5Rt |
| Total Distribution | 0.245020 | TotalDistributionRt |
| Average Distribution | 0.049004 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $41,892,271 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,052,889 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $12,015 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,064,904 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,311,753 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $24,029 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $24,029 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $24,029 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,356 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,356 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $85 | EsPenaltyAmt |
| Overpayment | $1,242 | OverpaymentAmt |
| Applied To ES Tax | $1,242 | 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 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| EDWARD D SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR/PRESIDENT UNTIL APRIL 2020 | 20.00 | $15,750 | $0 | $0 |
| JANNA BELING | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, VP/ PRESIDENT | 20.00 | $55,000 | $0 | $0 |
| KRISTEN BELING | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, SECRETARY | 20.00 | $31,500 | $0 | $0 |
| MICHAEL SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $42,504 | $0 | $0 |
| STEPHEN SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $15,000 | $0 | $0 |
| JENNIFER MILLS | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | CFO | 20.00 | $59,950 | $0 | $0 |
| KERRY HANNAWELL | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | FORMER CFO | 20.00 | $7,350 | $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 | $54,004 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER MILLS INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2550 N HOLLYWOOD WAY STE 205 | AddressLine1Txt |
| City | BURBANK | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | ACCOUNTING | ServiceTypeTxt |
| Compensation | $59,950 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,337,547 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,542,677 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $29,650,000 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $42,530,224 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $42,530,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $637,953 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $41,892,271 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,094,614 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,094,614 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $24,029 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $24,029 | TotalTaxAmt |
| Distributable Before Adj | $2,070,585 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $43,731 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,114,316 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,114,316 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,311,753 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,311,753 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,311,753 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,114,316 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $81,688 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,529 | ExcessDistributionCyovYr4Amt |
| Total Excess Distribution Cyov | $95,217 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,311,753 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,311,753 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $95,217 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $95,217 | 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 | $707,346 | 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 | NO GRANTS TO INDIVIDUALS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (59 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| CENTER FOR ELDER LAW & JUSTICE | |||||||
| 438 MAIN STREET SUITE 1200 | BUFFALO | NY | 14202 | PC | FELLOWSHIP GRANT FOR CHRISTOPHER PHILLIPS | $54,000 | |
| LEGAL SERVICES ALABAMA | |||||||
| PO BOX 20787 | MONTGOMERY | AL | 36120 | PC | FELLOWSHIP GRANT FOR WILLIAM BRELAND | $54,000 | |
| MEDICAL COLLEGE OF VIRGINIA FOUNDATION | |||||||
| PO BOX 843042 | RICHMOND | VA | 23284 | PC | FELLOWSHIP GRANT FOR ANNIE MULLICAN | $54,000 | |
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | PC | GRANT FOR EXPANDING ADVOCACY FOR CHILDREN IN FOSTER CARE ($100,000/YR FOR 3 YEARS - FYE 2021-2023) | $50,000 | |
| OLIVE CREST | |||||||
| 2130 E 4TH ST SUITE 200 | SANTA ANA | CA | 92705 | PC | GRANT TO SUPPORT FOR MENTAL HEALTH AND HOUSING FOR AT-RISK CHILDREN | $50,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE ST SUITE 2400 | LOS ANGELES | CA | 90015 | PC | ACADEMIC RESEARCH GRANT FOR VICE DEAN LUCINDA CARVER | $40,000 | |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE STE 2200 | LOS ANGELES | CA | 90045 | PC | ACADEMIC RESEARCH GRANT FOR PROF. DEMIAN WILLETTE, PRINCIPAL INVESTIGATOR | $35,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| BOX 957089 1125 MURPHY HALL | LOS ANGELES | CA | 90095 | GOV | COLLOQUIUM GRANT FOR PROF. MAGALI DELMAS, PRINCIPAL INVESTIGATOR | $35,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE ST SUITE 2400 | LOS ANGELES | CA | 90015 | PC | ACADEMIC RESEARCH GRANT FOR PROF. HENRIKE MOLL, PRINCIPAL INVESTIGATOR | $35,000 | |
| 916 INK | |||||||
| 3301 37TH AVENUE | SACRAMENTO | CA | 95824 | PC | AN EMERGENCY GRANT FOR GENERAL OPERATIONS | $35,000 | |
| CSULB RESEARCH FOUNDATION | |||||||
| 6300 STATE UNIVERSITY DR SUITE 332 | LONG BEACH | CA | 90815 | PC | GRANT FOR ANDREA CABAN, SCHOLAR IN FRANCE | $30,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| BOX 957089 1125 MURPHY HALL | LOS ANGELES | CA | 90095 | GOV | GRANT IN SUPPORT OF BORCHARD EUROPEAN STUDIES FELLOWSHIPS FOR 2020-2021 | $30,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| BOX 957089 1125 MURPHY HALL | LOS ANGELES | CA | 90095 | GOV | GRANT FOR PROFESSOR SARAH FARMER'S, RESIDENCE IN FRANCE, FALL SEMESTER | $30,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| 1150 S OLIVE ST SUITE 2400 | LOS ANGELES | CA | 90015 | PC | GRANT TO SUPPORT OF EUROPEAN STUDIES FELLOWSHIP | $30,000 | |
| NATIONAL DISABILITY RIGHTS NETWORK | |||||||
| 820 FIRST ST NE SUITE 740 | WASHINGTON | DC | 20002 | PC | GRANT FOR FOURTH NATIONAL GUARDIANSHIP SUMMIT | $30,000 | |
| SOUTHERN CENTER FOR HUMAN RIGHTS | |||||||
| 83 POPLAR ST NW | ATLANTA | GA | 30303 | PC | GRANT TO SUPPORT THE HUMAN RIGHTS LEGAL INTERNSHIP PROGRAM IN 2020 | $25,000 | |
| AMERICAN CANCER SOCIETY INC | |||||||
| 100 CORPORATE POINTE SUITE 350 | CULVER CITY | CA | 90230 | PC | GRANT FOR PATIENT NAVIGATOR PROGRAM AT L.A. COUNTY | $25,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | PC | GRANT FOR WRAP-AROUND REPRODUCTIVE AND SEXUAL HEALTH PROGRAM | $25,000 | |
| JOURNEY HOUSE | |||||||
| 1232 N LOS ROBLES AVE | PASADENA | CA | 91104 | PC | GRANT IN SUPPORT OF FOSTER YOUTH COLLEGE EDUCATION | $25,000 | |
| 916 INK | |||||||
| 3301 37TH AVENUE | SACRAMENTO | CA | 95824 | PC | GRANT IN SUPPORT OF 2019/2020 OPERATING FUND | $25,000 | |
| REGENTS OF THE UNIVERSITY OF CA | |||||||
| OFFICE OF DEVELOPMENT 4219 CHEADLE | SANTA BARBARA | CA | 93106 | PC | GRANT FOR LYON OPERA BALLET | $25,000 | HALL |
| KENT STATE UNIVERSITY FOUNDATION | |||||||
| PO BOX 5190 | KENT | OH | 44242 | PC | HOW TO INCENTIVIZE ELIGIBLE ELDERLY TO TAKE-UP SNAP BENEFITS | $20,000 | |
| LOYOLA MARYMOUNT UNIVERSITY | |||||||
| 1 LMU DRIVE STE 2200 | LOS ANGELES | CA | 90045 | PC | ADVANCE CARE PLANNING AMONG OLDER LATINX IMMIGRANTS IN LOS ANGELES | $20,000 | |
| BROWN UNIVERSITY | |||||||
| 69 BROWN STREET | PROVIDENCE | RI | 02192 | PC | "THE EFFECT OF DRIVING CESSATION ON MENTAL HEALTH OUTCOMES AND THE TRANSITION TO LONG-TERM-CARE ... | $20,000 | |
| MAYA EDUCATIONAL FOUNDATION | |||||||
| PO BOX 1483 | WELLFLEET | MA | 02667 | PC | GRANT IN SUPPORT OF SCHOLARSHIP PROGRAM | $20,000 | |
| UNIVERSITY OF SOUTH FLORIDA | |||||||
| PO BOX 864568 | ORLANDO | FL | 32886 | GOV | STATE LAWS AND POLITICS FOR THE PROTECTION OF OLDER ADULTS IN NATURAL DISASTERS | $19,757 | |
| EL CENTRO DE AMISTAD | |||||||
| 566 SOUTH BRAND BLVD | SAN FERNANDO | CA | 91340 | PC | GRANT FOR MENTAL HEALTH CARE FOR UNDERSERVED POPULATIONS | $15,000 | |
| JUSTICE IN AGING | |||||||
| 2406 CHURCHILL ROAD | SILVER SPRING | MD | 20902 | PC | GRANT FOR IMPLEMENTATION OF A STRATEGIC EDUCATIONAL TRAINING | $15,000 | |
| NEVADA PARTNERSHIP FOR HOMELESS YOUTH | |||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GRANT IN SUPPORT OF SERVICES FOR HOMELESS YOUTH | $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 | |
| MIDNIGHT MISSION | |||||||
| 601 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90014 | PC | GRANT IN SUPPORT OF THE MEALS & SERVICES FOR HOMELESS | $12,500 | |
| FOOD FORWARD INC | |||||||
| 7412 FULTON AVENUE SUITE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GRANT FOR 2019-2020 PRODUCE RECOVERY PROGRAM | $12,500 | |
| FOOD SHARE | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | PC | GRANT FOR ONGOING FOOD DISTRIBUTION PROGRAMS | $12,500 | |
| MEND | |||||||
| 10641 N SAN FERNANDOROAD | PACOIMA | CA | 91331 | PC | GRANT IN SUPPORT OF 2019 SERVICES | $12,500 | |
| RESCUE MISSION ALLIANCE | |||||||
| 12701 VAN NUYS BLVD SUITE A | PACOIMA | CA | 91331 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GRANT IN SUPPORT OF SERVICES | $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 | |
| WOMEN'S EMPOWERMENT | |||||||
| 1590 NORTH A STREET | SACRAMENTO | CA | 95811 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| THE BOYS AND GIRLS CLUB OF BURBANK | |||||||
| 2244 N BUENA VISTA | BURBANK | CA | 91607 | PC | GRANT FOR GENERAL OPERATING EXPENSES | $10,000 | |
| NO LIMITS FOR DEAF CHILDREN | |||||||
| 9801 WASHINGTON BLVD 2ND FLOOR | CULVER CITY | CA | 90232 | PC | GRANT IN SUPPORT OF AFTER SCHOOL EDUCATIONAL CENTERS | $10,000 | |
| ACCESS BOOKS | |||||||
| PO BOX 64951 | LOS ANGELES | CA | 90064 | PC | GRANT FOR NEW BOOKS FOR INNER CITY PUBLIC ELEMENTARY SCHOOLS IN L.A. | $10,000 | |
| BREATHE CALIFORNIA OF LOS ANGELES COUNTY | |||||||
| 5858 WILSHIRE BLVD SUITE 300 | LOS ANGELES | CA | 90036 | PC | GRANT FOR O24U ENVIRONMENTAL EDUCATION PROGRAM | $10,000 | |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | PC | GRANT FOR PROVIDING SERVICES TO HOMELESS | $10,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVE | LOS ANGELES | CA | 90012 | PC | GRANT IN SUPPORT OF YOLA (YOUTH ORCHESTRA LA) | $10,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | GRANT IN SUPPORT OF FAMILY SUPPORT SERVICES PROGRAM | $10,000 | |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | GRANT FOR THE FAMILY SUPPORT SERVICE PROGRAM | $10,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GRANT IN SUPPORT OF SERVICES | $10,000 | |
| THE LOUIS MOREAU INSTITUE | |||||||
| 3053 DUMAINE | NEW ORLEANS | LA | 70119 | PC | GRANT FOR NEW MUSIC PERFORMANCES IN 2020 IN NEW ORLEANS | $10,000 | |
| RED HEN PRESS INC | |||||||
| PO BOX 40820 | PASADENA | CA | 91114 | PC | GRANT IN SUPPORT OF WRITING IN THE SCHOOLS 2019-20 PROGRAM | $10,000 | |
| CHALLENGED ATHLETES FOUNDATION | |||||||
| 9591 WAPLES STREET | SAN DIEGO | CA | 92121 | PC | GRANT TO HELP LOS ANGELES DISABLED YOUTH ATHLETS | $10,000 | |
| ABA COMMISSION ON LAW AND AGING | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GRANT FOR 2020 NATIONAL AGING & LAW CONFERENCE | $10,000 | 400 |
| ABA COMMISSION ON LAW AND AGING | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GRANT FOR ABA COLA LAWYER'S HANDBOOK ON ASSESSMENT OF CLIENT CAPACITY | $8,033 | 400 |
| JUSTICE IN AGING | |||||||
| 2406 CHURCHILL ROAD | SILVER SPRING | MD | 20902 | PC | FORMER FELLOW GRANT PROGRAM | $8,000 | |
| FOOD FINDERS | |||||||
| 10539 HUMBOLT ST | LOS ALAMITOS | CA | 90720 | PC | GRANT FOR FOOD RESCUE & REDUCING WASTE | $5,000 | |
| LA PLAZA DE CULTURA Y ARTES | |||||||
| 501 NORTH MAIN STREET | LOS ANGELES | CA | 90012 | PC | GRANT IN SUPPORT OF CULTURE-RELEVANT ART WORKSHOPS | $5,000 | |
| READING PARTNERS | |||||||
| 3452 E FOOTHILL BLVD SUITE 315 | PASADENA | CA | 91107 | PC | GRANT IN SUPPORT OF LITERACY INTERVENTION PROGRAM IN L.A. 2019-2020 SCHOOL YEAR | $5,000 | |
| ELEMENTAL MUSIC | |||||||
| 1830 LINCOLN BLVD 102 | SANTA MONICA | CA | 90404 | PC | GRANT TO SUPPORT BERGMAN PROJECT | $5,000 | |
| ASSISTANCE LEAGUE OF VENTURA COUNTY | |||||||
| 1381 CAMDEN LANE | VENTURA | CA | 93001 | PC | GRANT IN SUPPORT OF OPERATION SCHOOL BELL | $5,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,180,290 | 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 | $220,880 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $152,660 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $919,829 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $22,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $223,354 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FOREIGN EXCHANGE LOSS | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | -$11,877 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,526,846 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,526,846 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $25,100 | Amt |
| Net Investment Income | $18,652 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,448 | 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 | $82,194 | 200DB | 7.000000000000 | $21,122 | $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 | $37,493 | 200DB | 7.000000000000 | $11,159 | $0 | |
| MAJOR ROOF IMPROVEEMNTS & HVAC PLATFORM LAWRENCE ST | 2017-07-31 | $42,836 | $20,981 | 200DB | 7.000000000000 | $6,244 | $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 | SL | 20.000000000000 | $948 | $0 | ||
| PROJECT DEVELOPMENT SERVICES | 2020-03-20 | $9,927 | SL | 20.000000000000 | $165 | $0 | ||
| 1111 MATEO ST. CONSTRUCTION | 2020-03-20 | $198,543 | SL | 20.000000000000 | $3,309 | $0 | ||
| 1111 MATEO ST. ROOF REPAIRS | 2020-03-26 | $68,950 | SL | 20.000000000000 | $1,149 | $0 | ||
| CONSTRUCTION | 2020-04-20 | $229,635 | SL | 20.000000000000 | $2,870 | $0 | ||
| PROJECT DEVELOPMENT SERVICES | 2020-04-21 | $11,482 | SL | 20.000000000000 | $144 | $0 | ||
| ARTCHITECT PROJECT | 2020-04-28 | $3,000 | SL | 20.000000000000 | $38 | $0 | ||
| ARTCHITECT PROJECT | 2020-05-02 | $6,055 | SL | 20.000000000000 | $76 | $0 | ||
| 1111 MATEO ST. CONSTRUCTION | 2020-05-18 | $66,845 | SL | 20.000000000000 | $557 | $0 | ||
| PROJECT DEVELOPMENT SERVICES | 2020-05-19 | $3,342 | SL | 20.000000000000 | $28 | $0 | ||
| HILLMANN CONSULTING | 2020-06-08 | $129 | SL | 20.000000000000 | $1 | $0 | ||
| HILLMANN CONSULTING | 2020-06-25 | $2,581 | SL | 20.000000000000 | $11 | $0 | ||
| 1111,1121,1141, MATEO ST ARCHITECT | 2019-10-31 | $1,000 | SL | 20.000000000000 | $38 | $0 | ||
| PROJECT DESIGN | 2020-01-02 | $3,052 | SL | 20.000000000000 | $89 | $0 | ||
| PROECT DESIGN | 2020-03-09 | $4,000 | SL | 20.000000000000 | $83 | $0 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| AMERICAN BALANCED FUND | $4,176,124 | $4,553,063 |
| FIRST TRUST VALUE LINE DIVIDEND INDEX | $2,897,878 | $2,539,060 |
| LORD ABBETT ULTRA SHORT BOND CL A | $520,012 | $520,518 |
| MONEY MARKET OBLIGS FEDERATED HERMES PRIME VALUE OBLIGS SERVICE CL | $1,214,000 | $1,214,243 |
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 | $1,291,599 | $726,127 | $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 | $979,455 | BookValueAmt |
| EOYFMV | $951,787 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $36,828 | LegalFeesAmt |
| Net Investment Income | $36,828 | 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 | $0 | $4,372 | $4,372 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (10 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| MEMBERSHIP | $1,500 | $0 | $1,500 |
| REPAIRS & MAINTENANCE | $1,742 | $1,295 | $448 |
| INSURANCE | $5,229 | $5,019 | $209 |
| INFORMATION TECHNOLOGY | $5,732 | $4,242 | $1,490 |
| OTHER OFFICE EXPENSE | $9,680 | $2,614 | $7,066 |
| PREPAID GRANT AMORTIZATION | $12,492 | $0 | $12,492 |
| MISCELLANEOUS EXPENSES | $13,583 | $10,051 | $3,532 |
| MISC. RENTAL EXPENSES | $12,437 | $12,437 | $0 |
| INSURANCE - RENTAL PROPERTIES | $83,192 | $83,192 | $0 |
| REPAIRS & MAINTENANCE - RENTAL PROPERTIES | $23,703 | $23,703 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENVIRONMENT REMEDIATION REIMBURSEMENT | $22,000 | $22,000 | |
| FOREIGN EXCHANGE LOSS | -$11,877 | -$11,877 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| PRIOR PERIOD ADJUSTMENT | $677 |
| GRANT FUNDS RETURNED | $43,731 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $217,077 | BOYBookValueAmt |
| EOY Book Value | $137,318 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $32,823 | $24,391 | $8,432 |
| SECURITY | $116,987 | $116,987 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX | $8,628 | $8,628 | $0 |
| EXCISE TAX | $59,625 | $0 | $0 |
| STATE & LOCAL TAXES | $2,530 | $2,530 | $0 |
| PROPERTY TAX | $151,151 | $151,151 | $0 |
| BUSINESS TAX | $133 | $133 | $0 |
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