ALBERT AND ELAINE BORCHARD FOUNDATION INC: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT AND ELAINE BORCHARD FOUNDATION INC (EIN 95-3294377)
- Tax period
- 2018-08-01 to 2019-07-31
- Filed
- 2019-12-16
- IRS object ID
- 201923509349100507
- Schema version
- 2018v3.1
- 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 Govt Obligations Sch
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets 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 | 2019-12-16T15:39:20-06:00 | ReturnTs |
| Tax Period End | 2019-07-31 | 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 | 2018-08-01 | 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 | 2019-12-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399668 | PTIN |
| Phone | 3108731600 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 108.233.72.19 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-13 | IPDt |
| IP Tm | 21:51:09 | 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 | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,535,016 | 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 | $364,894 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $364,894 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $150,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $150,906 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,878,013 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,878,013 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,184,138 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $230,423 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $230,423 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $230,423 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50,866 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,000 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,675,102 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,648,236 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $233,954 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $173,852 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $60,102 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $53,996 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $40,125 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $13,871 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,320 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,197 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,123 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $15,447 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $15,447 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $26,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,321 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,679 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $142,555 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $134,332 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $8,223 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $151,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $139,129 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $45,487 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $45,487 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $45,996 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $34,179 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,817 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $19,981 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,849 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,132 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $497,015 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $465,394 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $31,620 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,235,880 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,085,312 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $138,567 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,324,284 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,334,284 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,560,164 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,085,312 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,472,851 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $114,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,562,924 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $16,743 | CashBOYAmt |
| Cash EOY | $160,862 | CashEOYAmt |
| Cash EOYFMV | $160,862 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,650,863 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,152,265 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,152,265 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $3,850,137 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,354,367 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,410,917 | USGovtObligationsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,132,085 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,637,984 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $3,539,589 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,494,101 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $17,100,419 | LandBldgInvestmentsEOYFMVAmt |
| Mortgage Loans BOY | $5,000,000 | MortgageLoansBOYAmt |
| Mortgage Loans EOY | $5,000,000 | MortgageLoansEOYAmt |
| Mortgage Loans EOYFMV | $5,000,000 | MortgageLoansEOYFMVAmt |
| Other Investments BOY | $3,878,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,106,577 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,171,743 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $440,547 | OtherAssetsBOYAmt |
| Other Assets EOY | $440,547 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,538,810 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,376,704 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,708,719 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,535,016 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $217,077 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $217,077 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $5,599,836 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,714,774 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,376,704 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,491,642 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,376,704 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,708,719 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,376,704 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $114,938 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,491,642 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,491,642 | 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 |
|---|---|---|---|---|
| TREASURY BILLS | P | $27,041 | $27,041 | $27,041 |
| CAPTIAL GAINS DISTRIBUTIONS | P | $203,382 | $203,382 | $203,382 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $230,423 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,442,518 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $31,243,775 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.046170 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,519,171 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,825,747 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.049283 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,579,099 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $30,487,614 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051795 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,454,437 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $28,578,255 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050893 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,211,682 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,258,083 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054438 | DistributionYr5Rt |
| Total Distribution | 0.252579 | TotalDistributionRt |
| Average Distribution | 0.050516 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,418,380 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,587,131 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $15,629 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,602,760 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,472,851 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,258 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,258 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,258 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $40,000 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $40,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $886 | EsPenaltyAmt |
| Overpayment | $7,856 | OverpaymentAmt |
| Applied To ES Tax | $7,856 | 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 (6 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 | 20.00 | $25,000 | $0 | $0 |
| JANNA BELING | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $43,000 | $0 | $0 |
| KRISTEN BELING | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $31,500 | $0 | $0 |
| MICHAEL SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $33,004 | $0 | $0 |
| STEPHEN SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $15,000 | $0 | $0 |
| KERRY HANNAWELL | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | CFO | 20.00 | $86,450 | $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 | $53,996 | 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 | $8,935,627 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $860,786 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,100,419 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,896,832 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,896,832 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $478,452 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,418,380 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,570,919 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,570,919 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,258 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $31,258 | TotalTaxAmt |
| Distributable Before Adj | $1,539,661 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $26,866 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,566,527 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,566,527 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,472,851 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,472,851 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,472,851 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,566,527 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $124,712 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $81,688 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $13,529 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $219,929 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,472,851 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,472,851 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $93,676 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $93,676 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $126,253 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $31,036 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $95,217 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $81,688 | ExcessFromYear4Amt |
| Excess From Year3 | $13,529 | ExcessFromYear3Amt |
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 (79 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 916 INK | |||||||
| 3301 37TH AVENUE | SACRAMENTO | CA | 95824 | PC | GRANT IN SUPPORT OF 2019 OPERATING FUND | $25,000 | |
| ABA COMMISSION ON LAW AND AGING | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GRANT IN SUPPORT OF UPDATING "ASSESMENT OF CAPACITY OF OLDER ADULTS": HANDBOOK FOR LAWYERS | $20,000 | 400 |
| ABA COMMISSION ON LAW AND AGING | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GRANT FOR 2019 NATIONAL AGING AND LAW CONFERENCE | $10,000 | 400 |
| CASA FOR CHILDREN INC | |||||||
| 1401 NE 68TH AVENUE | PORTLAND | OR | 97213 | PC | GRANT IN SUPPORT OF ADVOCACY GROWTH WITH DIVERSITY, EQUITY, AND INCLUSION | $15,000 | |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | PC | GRANT FO SUPPORT CASA'S TRANSITION AGE YOUTH PROGRAM | $10,000 | |
| CENTER FOR DISABILITY AND ELDER LAW | |||||||
| 205 W RANDOLPH ST SUITE 1610 | CHICAGO | IL | 60606 | PC | 12-MONTH FELLOWSHIP STIPEND | $50,000 | |
| CONSULATE GENERAL OF FRANCE IN LA | |||||||
| 10390 SANTA MONICA BLVD SUITE 410 | LOS ANGELES | CA | 90025 | GOV | FACE IN LOS ANGELES | $20,000 | |
| DEAF WEST THEATRE COMPANY INC | |||||||
| 10563 AMBERWOOD LANE | NORTHRIDGE | CA | 91326 | PC | GRANT IN SUPPORT OF COSTS ASSOCIATED WITH DRAMATIC GESTURES PROGRAM | $5,000 | |
| DIAVOLO DANCE THEATER | |||||||
| 616 MOULTON AVENUE | LOS ANGELES | CA | 90031 | PC | GRANT IN SUPPORT OF THE DIAVOLO INSTITUTE | $5,000 | |
| DISCOVERY CHILDREN'S MUSEUM | |||||||
| 360 PROMENADE PLACE | LAS VEGAS | NV | 89106 | PC | GRANT FOR "YOUTHWORKS INTERNSHIP PROGRAM" | $7,500 | |
| FIRST STAR INC | |||||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | PC | GRANT IN SUPPORT OF UCLA BRUIN GUARDIAN SCHOLARS | $15,000 | |
| FOOD FINDERS | |||||||
| 3744 N INDUSTRY AVE 401 | LAKEWOOD | CA | 90712 | PC | GRANT FOR GENERAL OPERATING FUND | $5,000 | |
| FOOD FORWARD INC | |||||||
| 7412 FULTON AVENUE SUITE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GRANT FOR 2018-19 PRODUCE RECOVERY PROGRAM | $12,500 | |
| FOOD SHARE | |||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | PC | GRANT FOR ONGOING FOOD DISTRIBUTION PROGRAMS | $12,500 | |
| FOTO | |||||||
| 2800 E OBSERVATORY ROAD | LOS ANGELES | CA | 90027 | PC | GRANT IN SUPPORT OF SCHOOL FIELD TRIP PROGRAM | $20,000 | |
| GLENDALE EDUCATIONAL FOUNDATION | |||||||
| 1125 E BROADWAY 391 | GLENDALE | CA | 91205 | PC | GRANT FOR PURCHASE & REPAIR OF MUSICAL INSTRUMENTS OF GUSD TITLE 1 HIGH SCHOOL | $10,000 | |
| GLOBAL AIDS INTERFAITH ALLIANCE | |||||||
| 2171 FRANCISCO BLVD EAST SUITE I | SAN RAFAEL | CA | 94901 | PC | GRANT IN SUPPORT THE NURSING SCHOLARS PROGRAM | $10,000 | |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L STREET NW SUITE 310 | WASHINGTON | DC | 20036 | PC | GRANT IN SUPPORT OF HVO EVALUATION & METRICS PROJECT - PHASE IV | $25,000 | |
| HOMEBOY INDUSTRIES | |||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | PC | GRANT FOR EDUCATIONAL PROGRAMS FOR FORMERLY GANG INVOLVED MEN AND WOMEN | $10,000 | |
| INTERNATIONAL DOCUMENTARY ASSOCIATION | |||||||
| 3470 WILSHIRE BLVD 980 | LOS ANGELES | CA | 90010 | PC | GRANT IN SUPPORT OF THE DOCUMENTARY FILM, "SEGUE" COSTS | $25,000 | |
| JUSTICE IN AGING | |||||||
| 1444 EYE STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | GRANT FOR BORCHARD FELLOWS SMALL GRANTS PROGRAM IN 2019 | $15,000 | |
| JUSTICE IN AGING | |||||||
| 1444 EYE STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | GRANT GRANT TO IMPLEMENT STRATEGIC EDUCATION AND TRAINING PROJECT | $15,000 | |
| JUSTICE IN AGING | |||||||
| 1444 EYE STREET NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | GRANT FOR TO SUPPORT MARCH 2019 FUNDRAISING/AWARD CEREMONY | $5,000 | |
| KIDS' COMMUNITY CLINIC OF BURBANK | |||||||
| 400 W ELMWOOD AVE | BURBANK | CA | 91506 | PC | GRANT TO PROVIDE VITAL PEDIATRIC DENTAL SVC. TO UNDERSERVED CHILDREN IN THE SAN FERNANDO VALLEY | $5,000 | |
| LEGAL ASSISTANCE FOR SENIORS | |||||||
| 333 HEGENBERGER ROAD SUITE 850 | OAKLAND | CA | 94621 | PC | 12-MONTH FELLOWSHIP STIPEND FOR KATHLEEN'S THAETE | $50,000 | |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | PC | GRANT FOR PROVIDING SERVICES TO HOMELESS | $10,000 | |
| 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 2019 SERVICES | $12,500 | |
| MENTAL HEALTH AMERICA OF LOS ANGELES | |||||||
| 200 PINE AVENUE SUITE 400 | LONG BEACH | CA | 90802 | PC | GRANT FOR VILLAGE INTEGRATED HEALTHCARE PROJECT | $10,000 | |
| MIDNIGHT MISSION | |||||||
| 601 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90014 | PC | GRANT IN SUPPORT OF THE MEALS & SERVICES FOR HOMELESS | $12,500 | |
| MUSEIQUE | |||||||
| 300 EAST GREEN STREET THIRD FLOOR | PASADENA | CA | 91101 | PC | GRANT IN SUPPORT OF MUSE/IQUE COMMUNITY | $5,000 | |
| MUTUAL HOUSING CALIFORNIA | |||||||
| 8001 FRUITRIDGE ROAD SUITE A | SACRAMENTO | CA | 95820 | PC | GRANT IN SUPPORT OF MH PARENT ACADEMY, TUTORING AND LITERACY PGMS | $15,000 | |
| NEVADA BALLET THEATER INC | |||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GRANT IN SUPPORT OF FUTURE DANCE OUTREACH PROGRAM | $25,000 | |
| NEVADA PARTNERSHIP FOR HOMELESS YOUTH | |||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GRANT IN SUPPORT OF SERVICES FOR HOMELESS YOUTH | $12,500 | |
| NO LIMITS FOR DEAF CHILDREN | |||||||
| 9801 WASHINGTON BLVD 2ND FLOOR | CULVER CITY | CA | 90232 | PC | GRANT FOR NO LIMITS EDUCATIONAL CENTER | $10,000 | |
| ORANGE COUNTY COASTKEEPER | |||||||
| 3151 AIRWAY AVENUE SUITE F-110 | COSTA MESA | CA | 92626 | PC | GRANT IN SUPPORT OF CALIFORNIA COASTAL CLEANUP DAY, SEPT. 21, 2019 | $10,000 | |
| PARA LOS NINOS | |||||||
| 5000 HOLLYWOOD BLVD | LOS ANGELES | CA | 90027 | PC | GRANT IN SUPPORT OF CHARTER SCHOOLS' SOUND AND LIGHTING SYSTEM | $15,000 | |
| PET ADOPTION FUND | |||||||
| 7515 DEERING AVENUE | CANOGA PARK | CA | 91303 | PC | GRANT FOR PET ADOPTION FUND MEDICAL FUNDING | $5,000 | |
| PHILADELPHIA CORPORATION FOR AGING | |||||||
| 642 NORTH BROAD STREET | PHILADELPHIA | PA | 19130 | PC | GRANT FOR 2019 ACADEMIC RESEARCH PROJECT | $17,500 | |
| POMONA COLLEGE | |||||||
| 150 E EIGHT STREET | CLAREMONT | CA | 91711 | PC | GRANT FOR PROFESSOR WALLER, SCHOLAR IN RESIDENCE AT MISSILLAC, FRANCE | $30,000 | |
| RESCUE MISSION ALLIANCE | |||||||
| 12701 VAN NUYS BLVD SUITE A | PACOIMA | CA | 91331 | 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 | |
| SAN DIEGO STATE UNIVERSITY | |||||||
| 4TH FLOOR GATEWAY BUILDING | SAN DIEGO | CA | 92182 | GOV | GRANT FOR DR. JONATHAN HELM, DEPT OF PSYCHOLOGY - COLLOQUIM 2019 | $35,000 | |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVE 2009 | CLAREMONT | CA | 91711 | PC | GRANT FOR "SUSCEPTIBILITY TO MASS MARKETING FRAUD AMONG THE ELDERELY" PROJECT | $18,780 | |
| SCRIPPS COLLEGE | |||||||
| 1030 COLUMBIA AVE 2009 | CLAREMONT | CA | 91711 | PC | GRANT IN SUPPORT OF THE SCRIPPS COLLEGE ACADEMY | $15,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIOKPCC | |||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | PC | GRANT TO STRENGTHEN AND SUSTAIN MULTI-PLATFORM COVERAGE FOR ARTS EDUCATION | $15,000 | |
| SOUTHERN CENTER FOR HUMAN RIGHTS | |||||||
| 83 POPLAR ST NW | ATLANTA | GA | 30303 | PC | GRANT TO HELP FUND SCHR LEGAL INTERNSHIP PROGRAM | $25,000 | |
| SPECIAL OLYMPICS OF SOUTHERN CALIFORNIA | |||||||
| 1600 FORBES WAY STE 200 | LONG BEACH | CA | 90810 | PC | GRANT TO PURCHASE UNIFORMS AND AWARDS | $10,000 | |
| ST BARNABAS SENIOR SERVICES | |||||||
| 675 S CARONDELET STREET | LOS ANGELES | CA | 90057 | PC | GRANT FOR CASE MANAGEMENT PROGRAM | $10,000 | |
| STARS | |||||||
| 712 EAST VILLA STREET | PASADENA | CA | 91101 | PC | GRANT FOR AFTER-SCHOOL TUTORING & MENTORING PROGRAM | $5,000 | |
| STEM ADVANTAGE | |||||||
| 6 VIA TERRACALETA | COTO DE CAZA | CA | 92679 | PC | TAPPING THE PIPELINE: STEM ADVANTAGE INTERNSHIP PROGRAM. | $10,000 | |
| TEAM PRIME TIME INC | |||||||
| 3740 OVERLAND AVE SUITE F | LOS ANGELES | CA | 90034 | PC | GRANT IN SUPPORT OF AFTER SCHOOL AND GAMES PROGRAMS | $10,000 | |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET SUITE 220 | SANTA BARBARA | CA | 93105 | PC | GRANT IN SUPPORT OF FAMILIES OF CHILDREN WITH CANCER | $10,000 | |
| THE ACTORS' GANG | |||||||
| 9070 VENICE BLVD | CULVER CITY | CA | 90232 | PC | GRANT FOR GENERAL OPERATING SUPPORT | $5,000 | |
| THE AMERICAN CANCER SOCIETY | |||||||
| 1940 E DEERE AVE 100 | SANTA ANA | CA | 92705 | PC | GRANT TO HELP CANCER PATIENTS ACCESS TREATMENT THROUGH TRANSPORTATION PROGRAM | $25,000 | |
| THE CENTER FOR SOCIAL GERONTOLOGY | |||||||
| 2307 SHELBY AVE | ANN ARBOR | MI | 48103 | PC | GRANT IN SUPPORT OF GEORGIA LEGAL SERVICES, GA-LAD AND TCSG | $15,000 | |
| THE LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4929 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90010 | PC | GRANT IN SUPPORT OF IMPROVING QUALITY OF LIFE AND ACCESS TO CARE | $100,000 | |
| THE LOUIS MOREAU INSTITUE | |||||||
| 3053 DUMAINE | NEW ORLEANS | LA | 70119 | PC | GRANT FOR NEW MUSIC PERFORMANCES IN 2019 IN NEW ORLEANS | $10,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | GOV | GRANT FOR DR. NICOLE STADNICK, DEPT OF PSYCHOLOGY - COLLOQUIM 2019 | $35,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | GOV | GRANT FOR DR. GINA POE | $35,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | GOV | GRANT FOR PROFE. BLURTON, SCHOLAR IN RESIDENCY, FRANCE | $30,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | GOV | GRANT FOR BORCHARD EUROPEAN STUDIES FELLOWSHIPS 2018-2019 | $25,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | GOV | GRANT FOR FRENCH DANCE COMPANIES 2018-19 | $25,000 | |
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA IRVINE | |||||||
| 120 THEORY SUITE 200 | IRVINE | CA | 92697 | GOV | GRANT FOR 2019 SUMMER GRADUATE STUDENTS RESEARCH FELLOWSHIPS | $12,500 | |
| THE RIORDAN PROGRAMS | |||||||
| 110 WESTWOOD PLAZA SUITE F205 | LOS ANGELES | CA | 90095 | PC | GRANT IN SUPPORT OF RIORDAN SCHOLARS PROGRAM | $10,000 | |
| THE SALVATION ARMY | |||||||
| 180 E OCEAN BLVD SUITE 500 | LONG BEACH | CA | 90802 | PC | GRANT IN SUPPORT OF AFTER SCHOOL AND SUMMER PGMS FOR PICO UNION COMMUNITY YOUTH | $10,000 | |
| THE UNUSUAL SUSPECTS THEATRE COMPANY | |||||||
| 3719 VERDUGO ROAD | LOS ANGELES | CA | 90065 | PC | GRANT TO IMPLEMENT YOUTH THEATRE RESIDENCY PROGRAM | $10,000 | |
| THE WRITERS GUILD FOUNDATION | |||||||
| 7000 W 3RD STREET | LOS ANGELES | CA | 90048 | PC | GRANT IN SUPPORT OF FRANCO-AMERICAN CULTURAL EXCHANGE PROGRAM | $20,000 | |
| TULANE UNIVERSITY | |||||||
| 800 EAST COMMERCE RD SUITE 203 | HARAHAN | LA | 70123 | PC | GRANT TO FUND THE RESEARCH PROJECT | $19,004 | |
| UC DAVIS HEALTH SCIENCES DEVELOPMENT | |||||||
| 4900 BROADWAY SUITE 1150 | SACRAMENTO | CA | 95820 | GOV | GRANT FOR CANCER CENTER NURSING TRAINING AND EDUCATION FUND | $25,000 | |
| UCLA FOUNDATION | |||||||
| 2520 SCHOENBERG MUSIC BUILDING | LOS ANGELES | CA | 90095 | PC | GRANT FOR MUSIC PARTNERSHIP PROGRAM | $5,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GRANT IN SUPPORT OF SERVICES | $10,000 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| UNIVERSITY OF TEXAS AT ARLINGTON | |||||||
| 219 WEST MAIN STREET BOX 19136 | ARLINGTON | TX | 76019 | GOV | GRANT FOR THE RESEARCH PROJECT | $20,000 | |
| USC THORNTON SCHOOL OF MUSIC | |||||||
| 840 WEST 34TH STREET MUS 408D | LOS ANGELES | CA | 90089 | PC | GRANT FOR FRANCO-AMERICAINE - COLLOQUIM 2019 | $36,500 | |
| WHITE MEMORIAL MEDICAL CENTER CHARITABLE | |||||||
| 1720 E CESAR E CHAVEZ AVE | LOS ANGELES | CA | 90033 | PC | GRANT FOR ADVENTIST HEALTH WHITE MEMORIAL CLEFT PALATE PROGRAM | $12,500 | |
| WOMEN'S EMPOWERMENT | |||||||
| 1590 NORTH A STREET | SACRAMENTO | CA | 95811 | PC | GRANT IN SUPPORT OF SERVICES | $12,500 | |
| YOLO BASIN FOUNDATION | |||||||
| PO BOX 943 | DAVIS | CA | 95617 | PC | GRANT FOR "DISCOVER THE FLYWAY OUTDOOR EDUCATION PROGRAM " | $7,500 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,334,284 | 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 | $364,894 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $150,906 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,184,138 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $24,000 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $230,423 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANT FUNDS RETURNED | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $26,866 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,981,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,981,227 | 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 | $26,000 | Amt |
| Net Investment Income | $19,321 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,679 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (27 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 | $61,071 | 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 | $21,871 | 200DB | 7.000000000000 | $15,622 | $0 | |
| MAJOR ROOF IMPROVEEMNTS & HVAC PLATFORM LAWRENCE ST | 2017-07-31 | $42,836 | $12,239 | 200DB | 7.000000000000 | $8,742 | $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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,354,367 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,410,917 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
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 | $3,347,434 |
| BUILDINGS | $4,394,416 | $4,394,416 | $0 | $13,560,830 |
| BUILDING IMPROVEMENTS | $1,390,235 | $1,243,568 | $146,667 | $192,155 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | AMERICAN BALANCED FUND | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $4,106,577 | BookValueAmt |
| EOYFMV | $4,171,743 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $15,447 | LegalFeesAmt |
| Net Investment Income | $15,447 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EDUC. CENTER, FRANCE | Desc |
| BOY Book Value | $440,547 | BOYBookValueAmt |
| EOY Book Value | $440,547 | EOYBookValueAmt |
| EOYFMV | $1,538,810 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INSURANCE | $4,956 | $4,757 | $198 |
| OTHER OFFICE EXPENSE | $15,122 | $4,084 | $11,038 |
| MISCELLANEOUS EXPENSES | $13,441 | $9,947 | $3,494 |
| REPAIRS & MAINTENANCE | $2,692 | $2,000 | $692 |
| INFORMATION TECHNOLOGY | $11,369 | $8,413 | $2,956 |
| PREPAID GRANT AMORTIZATION | $12,492 | $0 | $12,492 |
| MEMBERSHIP | $750 | $0 | $750 |
| MISC. RENTAL EXPENSES | $9,114 | $9,114 | $0 |
| INSURANCE | $139,994 | $139,994 | $0 |
| REPAIRS & MAINTENANCE | $51,755 | $51,755 | $0 |
| COMMISSION | $235,330 | $235,330 | $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 | $24,000 | $24,000 | |
| GRANT FUNDS RETURNED | $26,866 | $26,866 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER CURRENT LIABILITIES | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $217,077 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER PROFESSIONAL FEES | $32,007 | $23,784 | $8,223 |
| SECURITY | $110,548 | $110,548 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAX | $7,152 | $7,152 | $0 |
| EXCISE TAX | $12,000 | $0 | $0 |
| STATE & LOCAL TAXES | $290 | $290 | $0 |
| PROPERTY TAX | $129,485 | $129,485 | $0 |
| BUSINESS TAX | $2,202 | $2,202 | $0 |
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