BURTON G BETTINGEN CORPORATION: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BURTON G BETTINGEN CORPORATION (EIN 95-3942826)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-04-23
- IRS object ID
- 201831139349100868
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-04-23T05:22:46-00:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953942826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Burton G Bettingen Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 3104908436 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9663 Santa Monica Blvd Room 943 | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Patricia Brown | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2018-04-23 | SignatureDt |
| Discuss With Paid Preparer | false | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jennifer Hirsch | PreparerPersonNm |
| Preparation | 2018-04-23 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,897,529 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $4 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $232,284 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $232,284 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $585,871 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,495,809 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $585,871 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $818,159 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $818,159 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $140,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $12,822 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $2,564 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $8,975 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $156,552 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $31,310 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $109,586 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $19,237 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $247 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $866 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $69,183 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $69,183 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $295 | TaxesRevAndExpnssAmt |
| Occupancy Rev And Expnss | $4,937 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $987 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $3,456 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $17,036 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $16,095 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $720 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Dsbrs Chrtbl | $720 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $23,012 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $2,234 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $14,750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $503,794 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $146,525 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $294,448 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $219,927 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $219,927 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $723,721 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $146,525 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $514,375 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $94,438 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $671,634 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $314,348 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $409,816 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $409,816 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $29,972 | AcctRcvblAmt |
| Acct Rcvbl BOY | $28,318 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $29,972 | AcctRcvblEOYAmt |
| Prepaid Expenses BOY | $8,079 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $14,574 | PrepaidExpensesEOYAmt |
| US Government Obligations BOY | $1,626,505 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,265,028 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,265,028 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,570,890 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,437,125 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $6,437,125 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,141,833 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,492,655 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,492,658 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,572,052 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,702,902 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,292,902 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,262,025 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,352,072 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,897,529 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $23,331 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $73,851 | AccountsPayableEOYAmt |
| Other Liabilities BOY | $566,238 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $584,905 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $589,569 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $658,756 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $10,672,456 | UnrestrictedBOYAmt |
| Unrestricted EOY | $11,693,316 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,672,456 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,693,316 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,262,025 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,352,072 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,672,456 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $94,438 | ExcessRevenueOverExpensesAmt |
| Other Increases | $926,422 | OtherIncreasesAmt |
| Subtotal | $11,693,316 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,693,316 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| How Acquired | P | HowAcquiredCd |
| Acquired | 2016-01-01 | AcquiredDt |
| Sold | 2017-12-31 | SoldDt |
| Gross Sales Price | $3,495,809 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,909,938 | CostOrOtherBasisAmt |
| Gain Or Loss | $585,871 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $585,871 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $585,871 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $460,469 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,468,901 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.043984 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $504,737 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,471,246 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.044000 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $415,363 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $11,039,091 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.037627 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $541,716 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,503,185 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.051576 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $114,498 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,011,788 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.011436 | DistributionYr5Rt |
| Total Distribution | 000.188623 | TotalDistributionRt |
| Average Distribution | 000.037725 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,526,974 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $434,855 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,716 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $441,571 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $514,375 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $6,716 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,716 | SubtotalAmt |
| Tax Based On Investment Income | $6,716 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,156 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $18,156 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $18,156 | OriginalReturnTaxPaidAmt |
| Overpayment | $11,440 | OverpaymentAmt |
| Applied To ES Tax | $11,440 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | na | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Burton G Bettingen Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104908436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9663 Santa Monica Blvd 943 | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| Patricia A Brown | |||||||
| 9663 Santa Monica | Beverly Hills | CA | 90210 | Exec Dir Sec Treas | 050.00 | $200,000 | $156,552 |
| George D O'Neill Jr | |||||||
| 9663 Santa Monica | Beverly Hills | CA | 90210 | Chair Pres | 005.00 | $0 | |
| W M Lyles IV | |||||||
| 9663 Santa Monica | Beverly Hills | CA | 90210 | VP and Audit Chair | 002.00 | $0 | |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Merrill Lynch | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S Kentucky Ave | AddressLine1Txt |
| City | Lakeland | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Management | ServiceTypeTxt |
| Compensation | $69,183 | CompensationAmt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | None | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,336,226 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $366,286 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,702,512 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $11,702,512 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $175,538 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,526,974 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $576,349 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $576,349 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,716 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,716 | TotalTaxAmt |
| Distributable Before Adj | $569,633 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $569,633 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $569,633 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $514,375 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $514,375 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,716 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $507,659 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $569,633 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $231,381 | UndistributedIncomePYAmt |
| Qualifying Distributions | $514,375 | QualifyingDistributionsAmt |
| Applied To Year1 | $231,381 | AppliedToYear1Amt |
| Applied To Current Year | $282,994 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $286,639 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | none | ContributingManagerNm |
| Shareholder Manager | none | ShareholderManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | The Burton G Bettingen Corporation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9663 Santa Monica Blvd 943 | AddressLine1Txt |
| City | Beverly Hills | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90210 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104908436 | RecipientPhoneNum |
| Recipient Email Address | burtonbetaol.com | RecipientEmailAddressTxt |
| Form And Info And Materials | See General Explanations | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | See General Explanations | SubmissionDeadlinesTxt |
| Restrictions On Awards | See General Explanations | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| Journey Out | ||||||
| 7136 Haskell Ave | Van Nuys | CA | 91406 | PC | General Support | $20,000 |
| Children's Institute Inc | ||||||
| 2121 W Temple St | Los Angeles | CA | 90026 | PC | General Support | $100 |
| Dolores Mission Catholic | ||||||
| 170 S Gless St | Los Angeles | CA | 90033 | PC | General Support | $15,000 |
| 1 in 6 | ||||||
| PO Box 222033 | Santa Clarita | CA | 91322 | PC | General Support | $5,100 |
| Barak Ballet | ||||||
| 1709 Stewart Street | Santa Monica | CA | 90404 | PC | General Support | $300 |
| Breaking Free | ||||||
| PO Box 4366 | St Paul | MN | 55104 | PC | General Support | $15,000 |
| Coalition Against Trafficking Women | ||||||
| PO Box 7160 JAF Station | New York | NY | 10116 | PC | General Support | $15,000 |
| Eckerd Kids | ||||||
| 100 Starcrest Drive | Clearwater | FL | 33765 | PC | General Support | $10,000 |
| Equestrian Order of the Holy Sepulchre of Jerusalem | ||||||
| 555 West Temple | Los Angeles | CA | 90012 | PC | General Support | $5,000 |
| Fair Girls | ||||||
| 2100 M Street NW 170-254 | Washington | DC | 20037 | PC | General Support | $15,000 |
| Immaculate Conception School | ||||||
| 830 Green Ave | Los Angeles | CA | 90017 | PC | General Support | $10,000 |
| Jewish Community Watch | ||||||
| 909 North Miami Beach Blvd 502 | North Miami Beach | FL | 33162 | PC | General Support | $2,000 |
| My Friends' Place | ||||||
| 5850 Hollywood Blvd | Los Angeles | CA | 90028 | PC | General Support | $10,000 |
| National Council for Juvenile and Family Court Judges | ||||||
| PO Box 8970 | Reno | NV | 89507 | PC | General Support | $927 |
| Pathways to Independence | ||||||
| PO Box 43 | Los Alamitos | CA | 90720 | PC | General Support | $10,000 |
| Sunburst Challenge Youth Academy | ||||||
| 4022 Saratoga Ave 21 | Los Alamitos | CA | 90720 | PC | General Support | $5,000 |
| The Colleagues | ||||||
| 3312 Pico | Santa Monica | CA | 90405 | PC | General Support | $40,000 |
| United Police Officers Against Crime | ||||||
| PO Box 2084 | Walnut | CA | 91788 | PC | General Support | $20,000 |
| Verbun Dei | ||||||
| 11100 S Central Ave | Los Angeles | CA | 90059 | PC | General Support | $15,000 |
| Walden Family Services | ||||||
| 6345 Balboa 130 | Encino | CA | 91316 | PC | General Support | $1,500 |
| Young Horizons | ||||||
| 501 Atlantic | Long Beach | CA | 90802 | PC | General Support | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $219,927 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $232,284 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $585,871 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $818,159 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $818,159 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Jennifer T. Hirsch CPA | $18,000 | ||
| Telepayroll | $1,237 | $247 | $866 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part XV 2b Patricia Brown, Executive DirectorThe Burton G. Bettingen Corporation9663 Santa Monica Bo | FormAndLineReferenceDesc |
| Medium Explanation | Part XV 2b Patricia Brown, Executive DirectorThe Burton G. Bettingen Corporation9663 Santa Monica Boulevard 943Beverly Hills, CA 90210 Telephone 310 490-8436 Facsimile 310 858-8504 email burtonbetaol.com Part XV 2b cont The Corporation only makes grants to qualified public 501c3 agencies. Besides cash grants the corporation also provides technical assistance. If after receiving this statement you feel your program is eligible for consideration, please forward one copy of your proposal with all of the required documentation to the Corporation at the address listed below. Feel free to contact the Executive Director with any questions. Communication with the office is encouraged. Proposals to other agencies with attachments and a separate cover letter are acceptable.Grants are provided only to non-profit organizations classified as tax-exempt under Section 501c3 of the Internal Revenue Code and treated as other than a private foundation under section 509a of the Code.The fields of activity of the Corporation are health, families welfare. The current focus is on health, youth, abused children, sex trafficking and children exploited in the commercial sex industry as well as individuals who have had unwanted sexual experiences. The Corporation provides broad types of support, including operating capital, research and technical assistance Part XV 2b cont Applications must include a A concise statement of the project for which funding is sought b A statement of the agencys background, purpose and objectives. The agencys most recent annual report containing this information will suffice. c Budgetary information relating to the request and other commitments received for support. d The applicants current determination letter from the Internal Revenue Service. e A list of the applicants board of directors, including their business, professional and community affiliations. f A copy of the applicants most recent financial statements g A copy of the applicants most recent Form 990. Part XV 2c Proposals must be received by September 28, 2018 for consideration in 2018. Payments are generally made in December. Part XV 2d The Corporation only makes grants to qualified public 501c3 agencies. Grants are provided only to non-profit organizations classified as tax-exempt under Section 501c3 of the Internal Revenue Code and treated as other than a private foundation under section 509a of the Code.THE CORPORATION DOES NOT AWARD GRANTS TO INDIVIDUALSTHE CORPORATION DOES NOT AWARD GRANTS TO SUPPORTING ORGANIZATIONS.The Corporation does not support events, dinners or mass mailings.The Corporation does not award grants to organizations that that are themselves grant-making organizations. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | Various Corporate Bonds | BondNm |
| EOY Book Value | $2,492,655 | EOYBookValueAmt |
| EOYFMV | $2,492,658 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Various Publically Traded Securities | StockNm |
| EOY Book Value | $6,437,125 | EOYBookValueAmt |
| EOYFMV | $6,437,125 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (3 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| IShares Trust SP Midcap | $537,686 | $626,274 | $626,274 |
| IShares Tr Russell 2000 | $541,558 | $621,122 | $621,122 |
| Deferred Compensation | $492,808 | $455,506 | $45,506 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (9 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| Insurance | $4,862 | ||
| Misc | $85 | ||
| Office Supplies | $6,357 | $1,271 | $4,450 |
| Outside Assistance | $3,160 | $3,160 | |
| Postage Messenger | $1,451 | $290 | $1,015 |
| Telephone Internet | $2,453 | $491 | $1,717 |
| Computer Software Maintenance | $540 | $108 | $378 |
| Banking | $74 | $74 | |
| Direct Grant Expenses | $4,030 | $4,030 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Unrealized Gain on Investments | Desc |
| Amt | $926,422 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Deferred Compensation | Desc |
| BOY Book Value | $566,238 | BOYBookValueAmt |
| EOY Book Value | $584,905 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Merrill Lynch | CategoryTxt |
| Amt | $69,183 | Amt |
| Net Investment Income | $69,183 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Taxes | CategoryTxt |
| Amt | $295 | Amt |