ALBERT AND ELAINE BORCHARD FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT AND ELAINE BORCHARD FOUNDATION INC (EIN 95-3294377)
- Tax period
- 2017-08-01 to 2018-07-31
- Filed
- 2019-06-14
- IRS object ID
- 201931659349100708
- Schema version
- 2017v2.3
- 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
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-06-14T10:52:29-05:00 | ReturnTs |
| Tax Period End | 2018-07-31 | 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 | 2017-08-01 | 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 | 8188882871 | 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 | 8188882871 | PhoneNum |
| Signature | 2019-06-13 | 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 | 63.235.172.153 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-06-13 | IPDt |
| IP Tm | 19:14:16 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 6A5B9BBBC0C15FAE84D58941C3D029285B6C5672 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,122,874 | 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 | $350,878 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $350,878 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $181,995 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $181,995 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $1,671,900 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $1,671,900 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $1,466,561 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $786,684 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $8,385,369 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $786,684 | CapGainNetIncmNetInvstIncmAmt |
| Incm Modifications Adj Net Incm | $38,383 | IncmModificationsAdjNetIncmAmt |
| Other Income Rev And Expnss | $64,804 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $24,000 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $3,056,261 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,015,457 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $38,383 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $207,294 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $154,041 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $53,253 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $43,833 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $32,573 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,260 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $3,745 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $2,771 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $974 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,200 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $17,240 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $5,960 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $59,622 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $44,305 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $15,317 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $173,022 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $138,820 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $63,681 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $63,681 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $0 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $73,668 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $54,742 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $18,926 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $20,073 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $14,917 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $5,156 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $125,876 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $88,041 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,835 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $794,014 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $611,131 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $148,681 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,293,837 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,293,837 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,087,851 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $611,131 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,442,518 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $968,410 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,404,326 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $38,383 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $8,397 | CashBOYAmt |
| Cash EOY | $16,743 | CashEOYAmt |
| Cash EOYFMV | $16,743 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,110,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,650,863 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,650,863 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $499,710 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,205,137 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,210,507 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,232,571 | CorporateStockBOYAmt |
| Corporate Stock EOY | $0 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $0 | CorporateStockEOYFMVAmt |
| Invst Land Cost Or Other Basis | $9,132,086 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $5,592,497 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $3,603,269 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $3,539,589 | 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 | $5,513,102 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $4,523,825 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $4,605,532 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $440,547 | OtherAssetsBOYAmt |
| Other Assets EOY | $440,547 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,538,810 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $17,408,294 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,376,704 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,122,874 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | 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 | $4,631,426 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,599,836 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,408,294 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,376,704 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $17,408,294 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,376,704 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,408,294 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $968,410 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,376,704 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,376,704 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | 2018-07-31 | $8,294,540 | $7,598,685 | $695,855 | $695,855 |
| TREASURY BILLS | P | 2018-07-31 | $5,370 | $5,370 | $5,370 | |
| VGD LIFESTRATEGY GROWTH INDEX | P | 2018-07-31 | $3,217 | $3,217 | $3,217 | |
| CAPITAL GAINS DISTRIBUTION | P | 2018-07-31 | $3,752 | $3,752 | $3,752 | |
| AMERICAN BALANCED FUND | P | 2018-07-31 | $78,490 | $78,490 | $78,490 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $786,684 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,519,171 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $30,825,747 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.049283 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,579,099 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $30,487,614 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051795 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,454,437 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $28,578,255 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050893 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,211,682 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $22,258,083 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.054438 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,215,780 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $22,214,624 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054729 | DistributionYr5Rt |
| Total Distribution | 0.261138 | TotalDistributionRt |
| Average Distribution | 0.052228 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $31,243,775 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,631,800 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $24,043 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,655,843 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,442,518 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $48,087 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $48,087 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $48,087 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $36,213 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $12,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $48,213 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $455 | EsPenaltyAmt |
| Tax Due | $329 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.BORCHARDFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | KERRY HANNAWELL | 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 | 0 | 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 |
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 | 20.00 | $26,750 | $0 | $0 |
| JANNA BELING | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $39,042 | $0 | $4,495 |
| KRISTEN BELING | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $28,625 | $0 | $6,227 |
| MICHAEL SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $26,544 | $0 | $2,401 |
| STEPHEN SPURGEON | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | DIRECTOR | 20.00 | $14,833 | $0 | $363 |
| KERRY HANNAWELL | ||||||||
| 2550 NORTH HOLLYWOOD WAY SUITE 205 | BURBANK | CA | 91505 | CFO | 20.00 | $49,000 | $0 | $0 |
| HEIDI GALKE AUG-DEC 2017 | ||||||||
| 2551 N HOLLYWOOD WAY STE 205 | BURBANK | CA | 91506 | DIRECTOR, SECRETARY, CFO | 20.00 | $22,500 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,677,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $941,796 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $22,100,419 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $31,719,569 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $31,719,569 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $475,794 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $31,243,775 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,562,189 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,562,189 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $48,087 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $48,087 | TotalTaxAmt |
| Distributable Before Adj | $1,514,102 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $38,383 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,552,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,552,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,442,518 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,442,518 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,442,518 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,552,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $129,170 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $124,712 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $81,688 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $13,529 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $349,099 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,442,518 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,442,518 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $109,967 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $109,967 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $239,132 | 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 | $19,203 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $219,929 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $124,712 | ExcessFromYear4Amt |
| Excess From Year3 | $81,688 | ExcessFromYear3Amt |
| Excess From Year2 | $13,529 | ExcessFromYear2Amt |
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 (74 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| 916 INK | |||||||
| PO BOX 162605 | SACRAMENTO | CA | 95816 | PC | MATCHING GRANT FOR STRATEGIC RESERVE ACCOUNT | $62,500 | |
| ABA - COMMISSION ON LAW AND AGING | |||||||
| 1050 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GRANT FOR 2018 NATIONAL AGING AND LAW CONFERENCE IN VIRGINIA | $15,000 | 400 |
| ASSISTANCE LEAGUE OF VENTURA COUNTY | |||||||
| 913 EAST SANTA CLARA STREET | VENTURA | CA | 93001 | PC | GRANT FOR OPERATING SCHOOL BELL PROGRAM | $5,000 | |
| BET TZEDEL LEGAL SERVICES | |||||||
| 3250 WILSHIRE BOULEVARD 13TH FLOOR | LOS ANGELES | CA | 90010 | PC | GRANT FOR ELDER JUSTICE PROGRAM | $25,000 | |
| CALIFORNIA DANCE INSTITUTE | |||||||
| 3303 WILSHIRE BOULEVARD SUITE 310 | LOS ANGELES | CA | 90010 | PC | GRANT FOR 2018 DANCE CLASSES AND MUSICAL ACCOMPANIMENT | $5,000 | |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD MC 5-32 | PASADENA | CA | 91125 | PC | GRANT FOR VIOLENCE AND ORDER PAST AND PRESENT COLLOQUIUM DIRECTED BY PROF. WARREN BROWN | $35,000 | |
| CALIFORNIA STATE UNIVERSITY LONG BEACH | |||||||
| 6300 STATE UNIVERSITY DRIVE SUITE | LONG BEACH | CA | 90815 | GOV | GRANT FOR EVOLUTIONS AND REVOLUTIONS IN ACTOR | $35,000 | 332 |
| CASA OF LOS ANGELES | |||||||
| 201 CENTRE PLAZA DRIVE SUITE 1100 | MONTEREY PARK | CA | 91754 | PC | GRANT FOR SERVICES FOR TRANSITION AGE YOUTH | $10,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | |||||||
| 3250 WILSHIRE BLVD SUITE 1010 | LOS ANGELES | CA | 90010 | PC | GRANT FOR 2018 CORE OPERATING SUPPORT | $10,000 | |
| CENTER FOR DISASTER PHILANTHROPY | |||||||
| 1201 CONNECTICUT AVENUE NW SUITE | WASHINGTON | DC | 20036 | PC | GRANT FOR "THE 2017 ATLANTIC HURRICANE SEASON RECOVERY FUND" | $25,000 | 300 |
| CHILDREN'S INSTITUTE INC | |||||||
| 2121 WEST TEMPLE STREET | LOS ANGELES | CA | 90026 | PC | GRANT IN SUPPORT OF YOUTH DEVELOPMENT PROGRAMS | $10,000 | |
| COMMON THREADS | |||||||
| 3811 BEE CAVES RD SUITE 108 | AUSTIN | TX | 78746 | PC | GRANT FOR HEALTHY COOKING AND NUTRITION EDUCATION | $5,000 | |
| DISCOVERY CHILDREN'S MUSEUM | |||||||
| 360 PROMENADE PLACE | LAS VEGAS | NV | 89106 | PC | GRANT TO HELP UNDERWRITE PAID YOUTH WORKS INTERNSHIP. | $7,500 | |
| EL CENTRO DE AMISTAD | |||||||
| 566 SOUTH BRAND BLVD | SAN FERNANDO | CA | 91340 | PC | GRANT TO EXPAND THE OUTREACH TO LOW-INCOME ADULTS WITH MENTAL ILLNESSES | $15,000 | |
| FIRST STAR INC | |||||||
| 2049 CENTURY PARK EAST SUITE 4320 | LOS ANGELES | CA | 90067 | PC | GRANT FOR UCLA BRUIN GUARDIAN SCHOLARS ACADEMY | $10,000 | |
| FOOD FORWARD INC | |||||||
| 7412 FULTON AVENUE SUITE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GRANT IN SUPPORT OF PRIMARY PRODUCE PROGRAMS | $12,500 | |
| FOOD SHARE INC | |||||||
| 4156 SOUTHBANK ROAD | OXNARD | CA | 93036 | PC | GRANT IN SUPPORT OF ONGOING FOOD DISTRIBUTION PROGRAMS | $12,500 | |
| FOOTHILL FAMILY | |||||||
| 2550 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91107 | PC | GRANT FOR SCHOOL BASED MENTAL HEALTH SERVICES | $10,000 | |
| FORDHAM UNIVERSITY | |||||||
| 113 WEST 60TH STREET | NEW YORK | NY | 10023 | PC | GRANT FOR 2018 ACADEMIC RESEARCH FOR PROF. CAROLE COX | $19,300 | |
| GLOBAL AIDS INTERFAITH ALLIANCE | |||||||
| 2171 FRANCISCO BLVD EAST SUITE 1 | SAN RAFAEL | CA | 94901 | PC | NURSING SCHOLARS PROGRAM | $10,000 | |
| HARBOR COMMUNITY CLINIC | |||||||
| 593 W SIXTH STREET | SAN PEDRO | CA | 90731 | PC | GRANT IN SUPPORT OF PEDIATRIC CLINIC | $7,500 | |
| HEALTH VOLUNTEERS OVERSEAS | |||||||
| 1900 L STREET NW SUITE 310 | WASHINGTON | DC | 20036 | PC | GRANT IN SUPPORT OF PHASE III OF THE EVALUATION AND METRICS PROJECT | $25,000 | |
| HEAR CENTER | |||||||
| 301 E DEL MAR BLVD | PASADENA | CA | 91101 | PC | GRANT FOR FREE-HEARING AND SPEECH SCREENING PROGRAM | $5,000 | |
| JUSTICE IN AGING | |||||||
| 1130 BROADWAY SUITE 525 | OAKLAND | CA | 94612 | PC | GRANT TO FUND THE BORCHARD FELLOWS SMALL GRANTS PROGRAM 2018 | $15,000 | |
| JUSTICE IN AGING | |||||||
| 1330 BROADWAY SUITE 525 | OAKLAND | CA | 94612 | PC | GRANT FOR EDUCATION AND TRAINING TO LOW INCOME SENIORS TO HEALTH CARE AND ECONOMIC SECURITY | $25,000 | |
| JUSTICE IN AGING | |||||||
| 1330 BROADWAY SUITE 525 | OAKLAND | CA | 94612 | PC | 2018-2019 CENTER ON LAW AND AGING FELLOWSHIP GRANT FOR ANNIE MANHARDT | $50,000 | |
| LAF (LEGAL ASSISTANCE FOUNDATION) | |||||||
| 120 SOUTH LASALLE STREET | CHICAGO | IL | 60603 | PC | 2018-2019 CENTER ON LAW AND AGING FELLOWSHIP GRANT FOR TERESA YAO | $50,000 | |
| LENOX HILL NEIGHBORHOOD HOUSE | |||||||
| 331 EAST 70TH STREET | NEW YORK | NY | 10021 | PC | 2018-2019 CENTER ON LAW AND AGING FELLOWSHIP GRANT FOR EMILY MUSSON | $50,000 | |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||
| 4929 WILSHIRE BLVD SUITE 800 | LOS ANGELES | CA | 90010 | PC | GRANT FOR IMPROVING THE QUALITY OF LIFE AND ACCESS TO CARE FOR BLOOD CANCER PATIENTS AND THEIR FAMILIES | $20,000 | |
| LOS ANGELES CITY COLLEGE FOUNDATION | |||||||
| 855 NORTH VERMONT AVENUE | LOS ANGELES | CA | 90029 | PC | GRANT FOR GENERAL OPERATING EXPENSES FOR ACADEMIC SUPPORT AND FINANCIAL AID ACTIVITIES FOR LOW INCOME STUDENTS | $15,000 | |
| LOS ANGELES MISSION | |||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | PC | GRANT FOR FRESH START PROGRAM FOR HOMELESS MEN AND WOMEN | $10,000 | |
| LOS ANGELES PHILHARMONIC ASSOCIATION | |||||||
| 151 S GRAND AVENUE | LOS ANGELES | CA | 90012 | PC | GRANT FOR YOUTH ORCHESTRA PROGRAM | $10,000 | |
| LOS ANGELES REGIONAL FOOD BANK | |||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GRANT IN SUPPORT OF PROGRAM OPERATING FUND TO HELP PROVIDE FOOD TO UNDERSERVED NEIGHBORS | $12,500 | |
| LOS RIOS FOUNDATION | |||||||
| 4700 COLLEGE OAK DRIVE | SACRAMENTO | CA | 95841 | PC | GRANT FOR PROOFREADING, COPY, EDITING, TYPESETTING, BOOKKEEPING, PRINTING SERVICES | $20,000 | |
| MEND | |||||||
| 10641 N SAN FERNANDO ROAD | PACOIMA | CA | 91331 | PC | GRANT TO HELP WITH GENERAL OPERATING EXPENSES | $12,500 | |
| MENTAL HEALTH OF AMERICA | |||||||
| 200 PINE AVENUE SUITE 400 | LONG BEACH | CA | 90802 | PC | GRANT FOR VILLAGE INTEGRATED HEALTH CARE PROJECT | $10,000 | |
| NETWORK FOR TEACHING ENTREPRENEURSHIP | |||||||
| 350 S BIXEL STREET SUITE 280 | LOS ANGELES | CA | 90017 | PC | GRANT FOR GREATER LOS ANGELES SCHOOLS ENTREPRENEURSHIP INITIATIVE | $10,000 | |
| NEVADA BALLET THEATER INC | |||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GRANT FOR SINGLE YEAR FUTURE DANCE EDUCATION AND OUTREACH SUPPORT | $25,000 | |
| NEVADA BALLET THEATER INC | |||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GRANT IN SUPPORT OF THE COMBAT YOUTH HOMELESSNESS PROGRAMS IN SOUTHERN NEVADA | $12,500 | |
| NEW EARTH | |||||||
| 6001 BRISTOL PKWY SUITE 200 | CULVER CITY | CA | 90230 | PC | GRANT IN SUPPORT OF YOUTH DEVELOPMENT SITE | $10,000 | |
| OPENING DOORS INC | |||||||
| 1111 HOWE AVENUE SUITE 125 | SACRAMENTO | CA | 95825 | PC | GRANT FOR GUARDIANSHIP DEVELOPMENT PROJECT | $15,000 | |
| PET ADOPTION FUND | |||||||
| 7515 DEERING AVENUE | CANOGA PARK | CA | 91303 | PC | GRANT TO HELP HOMELESS, ABUSED ANIMALS TO BE ADOPTED | $10,000 | |
| PET ADOPTION FUND | |||||||
| 7515 DEERING AVENUE | CANOGA PARK | CA | 91303 | PC | GRANT FOR OPERATING EXPENSES TO HELP ABUSED ANIMALS TO BE ADOPTED | $5,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | PC | GRANT FOR COMMUNITY EDUCATION AND OUTREACH | $25,000 | |
| POMONA COLLEGE | |||||||
| 150 E EIGHT STREET | CLAREMONT | CA | 91711 | PC | GRANT FOR SCHOLAR-IN-RESIDENCE, DR. VIRGINIA DUZER FALL SEMESTER 2017 AT EDU. CENTER, MISSILLAC, FRANCE | $30,000 | |
| POMONA COLLEGE | |||||||
| 150 E EIGHT STREET | CLAREMONT | CA | 91711 | PC | GRANT FOR SCHOLAR-IN-RESIDENCE, DR. JACK ABECASSIS SPRING SEMESTER 2018 AT EDU. CENTER, MISSILLAC, FRANCE | $30,000 | |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | GOV | GRANT IN SUPPORT OF FRENCH DANCE COMPANY | $10,000 | BARBARA |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| SANTA BARBARA SAASB BUILDING ROOM | SANTA BARBARA | CA | 93106 | GOV | GRANT FOR 2018 EUROPEAN AND RUSSIAN RESEARCH FELLOWSHIP | $25,000 | 1212 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA (UCSB) | |||||||
| UNIVERSITY OF CALIFORNIA SANTA | SANTA BARBARA | CA | 93106 | GOV | GRANT FOR EUROPEAN STUDIES FELLOWSHIP FOR 2017/18 | $25,000 | BARBARA |
| RESCUE MISSION ALLIANCE | |||||||
| 12701 VAN NUYS BOULEVARD SUITE A | PACOIMA | CA | 91331 | PC | GRANT IN SUPPORT OF THE VALLEY FOOD BANK PROGRAM | $12,500 | |
| RONALD MCDONALD HOUSE | |||||||
| 4560 FOUNTAIN AVENUE | LOS ANGELES | CA | 90029 | PC | GRANT FOR GUEST SERVICES PROFESSIONAL DEVELOPMENT PROGRAM | $10,000 | |
| ROUNDHOUSE AQUARIUM TEACHING CENTER | |||||||
| PO BOX 1 | MANHATTAN BEACH | CA | 90267 | PC | GRANT FOR 2018-2019 FREE MARINE SCIENCE AND ENVIRONMENT EDUCATION | $5,000 | |
| SACRAMENTO FOOD BANK & FAMILY SERVICES | |||||||
| 3333 THIRD AVENUE | SACRAMENTO | CA | 95817 | PC | GRANT FOR PURCHASE OF FRESH PRODUCE AND CONSUMABLES AND SUPPLIES FOR FOOD PROCESSING AND EXPAND | $12,500 | |
| SACRAMENTO LOAVES & FISHES | |||||||
| PO BOX 13495 | SACRAMENTO | CA | 95813 | PC | GRANT FOR 2018 DINING ROOM PROGRAM | $12,500 | |
| SOUTH COASTAL COUNTIES LEGAL SERVICES | |||||||
| 22 BEDFORD STREET | FALL RIVER | MA | 02720 | PC | 2018-2019 CENTER ON LAW AND AGING FELLOWSHIP GRANT FOR ANDREW BARDETTI | $50,000 | |
| SOUTHERN CALIFORNIA PUBLIC RADIO | |||||||
| 474 S RAYMOND AVENUE | PASADENA | CA | 91105 | PC | GRANT FOR STRENGTHEN AND SUSTAIN MULTIPLATFORM COVERAGE OF ARTS EDUCATION | $10,000 | |
| SPREAD THE WORD NEVADA | |||||||
| 1065 AMERICAN PACIFIC DRIVE SUITE | HENDERSON | NV | 89074 | PC | GRANT FOR GENERAL OPERATING COST | $15,000 | 160 |
| SYRACUSE UNIVERSITY | |||||||
| 211 LYMAN HALL | SYRACUSE | NY | 13244 | PC | GRANT FOR 2018 ACADEMIC RESEARCH FOR PROF. MARY HELEN MCNEAL | $18,873 | |
| TEDDY BEAR CANCER FOUNDATION | |||||||
| 3892 STATE STREET SUITE 220 | SANTA BARBARA | CA | 93105 | PC | GRANT FOR SUPPORT FOR FAMILIES OF CHILDREN WITH CANCER | $10,000 | |
| THE HARMONY PROJECT | |||||||
| 4322 WILSHIRE BLVD SUITE 101 | LOS ANGELES | CA | 90010 | PC | GRANT FOR AFTER SCHOOL PROGRAM | $10,000 | |
| THE LOUIS MOREAU INSTITUTE | |||||||
| 335 4TH AVENUE | SALT LAKE CITY | UT | 84103 | PC | GRANT IN SUPPORT OF THE LIVE MUSIC PROGRAMS IN NEW ORLEANS 2018 | $10,000 | |
| THE MIDNIGHT MISSION | |||||||
| 601 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90014 | PC | GRANT FOR MEALS & SUPPORT SERVICES FOR HOMELESS, ELDERLY, AND FAMILIES PROGRAM | $12,500 | |
| THE SALVATION ARMY | |||||||
| 180 EAST OCEAN BOULEVARD SUITE 500 | LONG BEACH | CA | 90802 | PC | GRANT FOR RED SHIELD YOUTH AND COMMUNITY CENTER | $10,000 | |
| TOPANGA SYMPHONY | |||||||
| PO BOX 1654 | TOPANGA | CA | 90290 | PC | GRANT IN SUPPORT OF FREE CONCERTS PLANNED FOR 2018 | $2,500 | |
| UC RIVERSIDE FOUNDATION | |||||||
| 900 UNIVERSITY AVENUE MC063 | RIVERSIDE | CA | 92521 | PC | GRANT IN SUPPORT OF GUARDIAN SCHOLARS PROGRAM | $20,000 | |
| UNION RESCUE MISSION | |||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GRANT IN SUPPORT OF HOMELESS WOMEN, CHILDREN AND FAMILY PROGRAM | $10,000 | |
| UNION STATION HOMELESS SERVICES | |||||||
| 825 E ORANGE GROVE BOULEVARD | PASADENA | CA | 91104 | PC | GRANT FOR GENERAL OPERATING EXPENSES | $12,500 | |
| UNIVERSITY OF ILLINOIS AT URBAN CHAMPAIGN | |||||||
| 1901 S FIRST STREET SUITE A | CHAMPAIGN | IL | 61820 | PC | GRANT FOR 2018 ACADEMIC RESEARCH FOR PROF. JULIE BOBITT | $16,664 | |
| USC THORNTON SCHOOL OF MUSIC | |||||||
| 840 W 34TH STREET | LOS ANGELES | CA | 90089 | PC | GRANT FOR ADDRESSING THE MUSICAL REP DILEMMA IN ACADEMIA DIRECTED BY DEAN ROB CUTIETTA | $35,000 | |
| USC THORNTON SCHOOL OF MUSIC | |||||||
| 840 W 34TH STREET | LOS ANGELES | CA | 90089 | PC | GRANT FOR PERFORMING ART WORKSHOP UNDER LEADERSHIP OF DR. LUCINDA CARVER | $36,500 | |
| WESTSIDE FAMILY HEALTH CENTER | |||||||
| 1711 OCEAN PARK BOULEVARD | SANTA MONICA | CA | 90405 | PC | GRANT TO PROVIDE REPRODUCTIVE HEALTH CARE AND EDUCATION TO LOW-INCOME PATIENTS | $5,000 | |
| WOMEN'S EMPOWERMENT | |||||||
| 1590 NORTH A STREET | SACRAMENTO | CA | 95811 | PC | GRANT IN SUPPORT OF 2018 PROGRAMS | $12,500 | |
| YESHIVA UNIVERSITY | |||||||
| 2495 AMSTERDAM AVENUE | NEW YORK | NY | 10033 | PC | GRANT FOR 2018 ACADEMIC RESEARCH FOR PROF. GARY L. STEIN | $20,000 | |
| YOUNG EISNER SCHOLARS | |||||||
| PO BOX 3085 | INGLEWOOD | CA | 90304 | PC | GRANT TO EQUIP THE LOW-INCOME STUDENTS WITH RESOURCES AND SUPPORT | $15,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,293,837 | 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 | $350,878 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $181,995 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $1,466,561 | 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 | $786,684 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| GRANTS FUNDS RETURNED | 01 | $33,025 |
| LEGAL FEES - REAL ESTATE | 01 | $7,185 |
| MISC. INCOME | 01 | $594 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,850,922 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,850,922 | 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 | AUDIT AND TAX PREPARATION | CategoryTxt |
| Amt | $23,200 | Amt |
| Net Investment Income | $17,240 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $5,960 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (30 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|---|
| FAX SHARP UX120 | 1994-06-04 | $847 | $847 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| OFFICE FIXT | 1994-06-04 | $13,603 | $13,603 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| 1900 SACRAMENTO BUILDING | 1986-03-31 | $1,947,460 | $1,947,460 | SL | 39.000000000000 | $0 | $0 | $0 | |
| RAILRPAD SPUR 1900 SACRAMENTO | 1986-03-31 | $30,033 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. BUILDING | 1986-03-31 | $1,386,956 | $1,386,956 | SL | 39.000000000000 | $0 | $0 | $0 | |
| ROOF-MATEO | 1986-03-31 | $43,040 | $43,040 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| REFIGERATION EQUIPMENT MATEO STREET | 1996-07-31 | $38,000 | $38,000 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| 1104 LAWRENCE ST. | 1986-03-31 | $1,060,000 | $1,060,000 | SL | 39.000000000000 | $0 | $0 | $0 | |
| ROOF-1900 SACRAMENTO STREET | 1992-05-20 | $160,563 | $160,563 | 200DB | 7.000000000000 | $0 | $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 | $0 | |
| LOT 8TH AND WILSON | 1993-08-11 | $589,518 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| LOT 8TH AND LEMON | 1997-01-07 | $94,919 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| FENCE FOR 8TH AND LEMON | 1998-12-26 | $5,975 | $5,975 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| SEISMIC RETROFIT COSTS AT 1102-1104 LAWRENCE & MATEO STREET | 1995-12-31 | $127,481 | $127,481 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| NEW ROOF AT 1104 LAWRENCE | 1998-12-31 | $55,881 | $55,881 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| NEW ROOF AT 1102 LAWRENCE | 2009-04-07 | $14,450 | $8,667 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| NEW ROOF AT 1101-1131 MATEO ST. | 1998-12-31 | $121,182 | $121,182 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| NEW ASPHALT PAVING - MATEO | 1999-09-24 | $24,500 | $24,500 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| HEAT/AIRCONDITIONING UNIT 1102 LAWRENCE ST. | 2001-01-22 | $6,200 | $6,200 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| HEAT/AIRCONDITIONING UNIT 1104 LAWRENCE ST. | 2002-03-04 | $5,250 | $5,250 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| FILING CABINETS | 2009-06-02 | $3,589 | $3,589 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| NEW ASPHALT PAVING - 1104 LAWRENCE | 2003-11-28 | $62,134 | $57,988 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| 1900 SACRAMENTO TENANT IMPROVEMENT | 2004-12-30 | $100,000 | $86,671 | 200DB | 7.000000000000 | $0 | $0 | $0 | |
| ADDITIONAL IMPROVEMENT | 2014-12-31 | $135,000 | $31,500 | 200DB | 7.000000000000 | $29,571 | $0 | $19,286 | |
| 1900 SACRAMENTO 6,684 SQFT. ACQD DRIVEWAY PROPERTY | 2007-06-01 | $233,940 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| 1900 SACRAMENTO ASPHALT PAVING | 2005-01-26 | $72,730 | $63,037 | 200DB | 5.000000000000 | $0 | $0 | $0 | |
| MAJOR ROOF IMPROVEMENTS 1900 SAC & MATEO STREET | 2017-07-31 | $76,548 | 200DB | 7.000000000000 | $21,871 | $0 | $10,935 | ||
| MAJOR ROOF IMPROVEEMNTS & HVAC PLATFORM LAWRENCE ST | 2017-07-31 | $42,836 | 200DB | 7.000000000000 | $12,239 | $0 | $6,119 | ||
| 1900 SACRAMENTO LAND | 1986-03-31 | $1,294,330 | NC | $0 | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. LAND | 1986-03-31 | $1,104,694 | NC | $0 | $0 | $0 | 0.000000000000 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $3,205,137 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $3,210,507 | 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 | $1,390,236 | $1,198,081 | $192,155 | $192,155 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| AMERICAN BALANCED FUND | AT COST | $3,878,825 | $3,957,315 |
| VANGUARD LIFESTRATEGY FUND | AT COST | $645,000 | $648,217 |
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 (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $72,199 | $69,310 | $0 | $2,889 |
| SUPPLIES | $8,250 | $2,228 | $0 | $6,022 |
| OTHER OFFICE EXPENSE | $17,501 | $4,651 | $0 | $12,850 |
| BANK CHARGES | $610 | $453 | $0 | $157 |
| REPAIRS AND MAINTENANCE | $10,805 | $8,029 | $0 | $2,776 |
| LOSS ON PROPERTY DISPOSAL | $3,237 | $3,237 | $0 | $0 |
| LICENSE AND FEE | $133 | $133 | $0 | $0 |
| PREPAID GRANT AMORTIZATION | $12,391 | $0 | $0 | $12,391 |
| MEMBERSHIP | $750 | $0 | $0 | $750 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ENVIRONMENT REMEDIATION REIMBURSEMENT | $24,000 | $24,000 | |
| GRANTS FUNDS RETURNED | $33,025 | $0 | |
| LEGAL FEES - REAL ESTATE | $7,185 | $0 | |
| MISC. INCOME | $594 | $0 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $59,622 | Amt |
| Net Investment Income | $44,305 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $15,317 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (6 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| PROPERTY TAX | $126,712 | $126,712 | $0 | $0 |
| EXCISE TAX | $34,000 | $0 | $0 | $0 |
| FOREIGN TAX | $604 | $604 | $0 | $0 |
| BUSINESS TAX | $9,317 | $9,317 | $0 | $0 |
| FILING FEE | $202 | $0 | $0 | $0 |
| LOCAL TAXES | $2,187 | $2,187 | $0 | $0 |
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