BURBANK HEALTH CARE FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
BURBANK HEALTH CARE FOUNDATION (EIN 95-1643337)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-11-08
IRS object ID
201713129349101651
Schema version
2016v3.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-11-08T18:34:35-06:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN463462919PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KKAJ LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line127200 TOURNEY ROAD STE 475AddressLine1Txt
CityVALENCIACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91355ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN951643337EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BURBANK HEALTH CARE FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBURBBusinessNameControlTxt
Phone8186343281PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1C/O 200 W MAGNOLIA BLVDAddressLine1Txt
CityBURBANKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91502ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRANDY STEVENSONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone8186343281PhoneNum
Signature2017-11-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT N JENSEN JRPreparerPersonNm
PTINP00123887PTIN
Phone6617054222PhoneNum
Preparation2017-11-07PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address64.88.174.3IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-11-08IPDt
IP Tm09:30:27IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id8742FB44655F8AE289DDA0792A6EF57F75A83786AtSubmissionCreationDeviceId
At Submission Filing Device Id33DD9B3ECD22621ACE3CF663D2D67F93FD202865AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2018-03-14 21:41:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,602,659FMVAssetsEOYAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Dividends Rev And Expnss$74,892DividendsRevAndExpnssAmt
Dividends Net Invst Incm$74,892DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$84,853NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$5,659,211GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$90,924CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$159,745TotalRevAndExpnssAmt
Total Net Invst Incm$165,816TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$0CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss$7,346AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,470AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$5,876AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$58,061OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,612OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$46,449OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$7,413TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$0TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss$10,160OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm$2,032OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl$8,128OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss$11,475OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,295OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$9,180OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$94,455TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$17,409TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$69,633TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$148,500ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$148,500ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$242,955TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$17,409TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$218,133TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$83,210ExcessRevenueOverExpensesAmt
Net Investment Income$148,407NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$387,182SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$153,702SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$153,702SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY$5,702PrepaidExpensesBOYAmt
Other Investments BOY$4,291,274OtherInvestmentsBOYAmt
Other Investments EOY$4,448,957OtherInvestmentsEOYAmt
Other Investments EOYFMV$4,448,957OtherInvestmentsEOYFMVAmt
Total Assets BOY$4,684,158TotalAssetsBOYAmt
Total Assets EOY$4,602,659TotalAssetsEOYAmt
Total Assets EOYFMV$4,602,659TotalAssetsEOYFMVAmt
Accounts Payable EOY$1,711AccountsPayableEOYAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,711TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$0CapitalStockBOYAmt
Capital Stock EOY$0CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$4,684,158RetainedEarningBOYAmt
Retained Earning EOY$4,600,948RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,684,158TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$4,600,948TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,684,158TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$4,602,659TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,684,158TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$83,210ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$4,600,948SubtotalAmt
Other Decreases$0OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$4,600,948TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SECURITIES (VARIOUS)P$5,659,211$5,484,510$174,701$174,701
CAMPBELL STRATEGIC ALLOCATION FUNDP$83,777-$83,777-$83,777
FieldValueIRS element (for citing)
Capital Gain Net Income$90,924CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$218,140AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,396,692NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049615DistributionYr1Rt
Adjusted Qlfy Distri Yr2$222,265AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$4,942,122NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.044974DistributionYr2Rt
Adjusted Qlfy Distri Yr3$265,052AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,879,684NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.054317DistributionYr3Rt
Adjusted Qlfy Distri Yr4$211,703AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$4,645,369NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.045573DistributionYr4Rt
Adjusted Qlfy Distri Yr5$260,276AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$4,726,625NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.055066DistributionYr5Rt
Total Distribution0.249545TotalDistributionRt
Average Distribution0.049909AverageDistributionRt
Net Vl Noncharitable Assets$4,209,223NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$210,078AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$1,484NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$211,562AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$218,133QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$1,484InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$1,484SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$1,484TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,680EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,680TotalPaymentsAndCreditsAmt
Overpayment$196OverpaymentAmt
Applied To ES Tax$196AppliedToESTaxAmt
Refund$0RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressWWW.BURBANKHCF.ORGWebsiteAddressTxt
Individual With BooksGERI HERNANDEZIndividualWithBooksNm
Phone8185592423PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1200 W MAGNOLIA BLVDAddressLine1Txt
CityBURBANKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91502ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn0PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY OLSON
200 W MAGNOLIA BLVDBURBANKCA91502MEMBER OF THE BOARD1.00$0$0$0
SUNDER RAMANI
200 W MAGNOLIA BLVDBURBANKCA91502VICE-CHAIRMAN1.00$0$0$0
RANDY STEVENSON
200 W MAGNOLIA BLVDBURBANKCA91502TREASURER1.00$0$0$0
DR KEITH EMMONS
200 W MAGNOLIA BLVDBURBANKCA91502CHAIRMAN1.00$0$0$0
TJ BAPTIE
200 W MAGNOLIA BLVDBURBANKCA91502MEMBER OF THE BOARD1.00$0$0$0
DR JAMES FELONY
200 W MAGNOLIA BLVDBURBANKCA91502MEMBER OF THE BOARD1.00$0$0$0
DR BOYD FLINDERS
200 W MAGNOLIA BLVDBURBANKCA91502MEMBER OF THE BOARD1.00$0$0$0
SUE GEORGINO
200 W MAGNOLIA BLVDBURBANKCA91502MEMBER OF THE BOARD1.00$0$0$0
MARSHA JACKSON
200 W MAGNOLIA BLVDBURBANKCA91502SECRETARY1.00$0$0$0
CONNIE LACKEY
200 W MAGNOLIA BLVDBURBANKCA91502MEMBER OF THE BOARD1.00$0$0$0
TOMME LENZ
200 W MAGNOLIA BLVDBURBANKCA91502MEMBER OF THE BOARD1.00$0$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$4,164,793AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$262,563AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,427,356TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$4,427,356AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$218,133CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,209,223NetVlNoncharitableAssetsAmt
Minimum Investment Return$210,461MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$210,461MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,484TaxBasedOnInvestmentIncomeAmt
Total Tax$1,484TotalTaxAmt
Distributable Before Adj$208,977DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$208,977DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$208,977DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$218,133ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$218,133QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$1,484PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$216,649AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$208,977DistributableAsAdjustedAmt
Undistributed Income PY$208,463UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Total Excess Distribution Cyov$0TotalExcessDistributionCyovAmt
Qualifying Distributions$218,133QualifyingDistributionsAmt
Applied To Year1$208,463AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$9,670AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$0TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$199,307UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$0ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonBURBANK HEALTH CARE FOUNDATIONRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line1C/O 200 MAGNOLIA BLVDAddressLine1Txt
CityBURBANKCityNm
State AbbreviationCAStateAbbreviationCd
ZIP91502ZIPCd
FieldValueIRS element (for citing)
Recipient Phone8185592423RecipientPhoneNum
Form And Info And MaterialsAPPLICANTS MUST COMPLETE A GRANTS APPLICATION PROVIDED BY THE FOUNDATION AND SUBMIT A COPY OF THE APPLICANT'S FINANCIAL STATEMENTS, A COPY OF ITS IRS DETERMINATION LETTER AND ANY OTHER RELEVANT INFORMATION DEEMED NECESSARYFormAndInfoAndMaterialsTxt
Submission DeadlinesGENERALLY NOV. 1ST & NOV. 30TH EACH YEAR, AS APPLICABLE PER TYPE UNLESS BOARD DETERMINES OTHERWISESubmissionDeadlinesTxt
Restrictions On AwardsGRANTS ARE MADE TO ORGANIZATIONS THAT PROMOTE AND PROVIDE FOR BETTER HEALTH CARE IN THE CITY OF BURBANKRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
PROVIDENCE ST JOSEPH MEDICAL CENTER
501 S BUENA VISTA STBURBANKCA91505NONEPCGRANT$40,000
BURBANK TEMPORARY AID CENTER
1304 W BURBANK BLVDBURBANKCA91506NONEPCGRANT$15,000
BCR
230 AMHERST DRIVEBURBANKCA91504NONEPCGRANT$5,000
WOODBURY UNIVERSITY
7500 N GLENOAKS BLVDBURBANKCA91504NONENON PROFIT SCHOOLGRANT$3,500
INDIANA WESLEYAN UNIVERSITY
4201 S WASHINGTON STMARIONIN46953NONENON PROFIT SCHOOLSCJOLARSHIP$2,500
CAL STATE UNIVERSITY FULLERTON
800 N STATE COLLEGE BLVDFULLERTONCA92831NONENON PROFIT SCHOOLSCHOLARSHIP$2,500
UNIVERSITY OF CALIFORNIA LOS ANGELES
UCLALOS ANGELESCA90095NONENON PROFIT SCHOOLSCHOLARSHIP$20,000
CHAMBERLAIN COLLEGE OF NURSING
3005 HIGHLAND PARKWAYDOWNERS GROVEIL60515NONENON PROFIT SCHOOLSCHOLARSHIP$2,500
CAL STATE UNIVERSITY LOS ANGELES
5151 STATE UNIVERSITY DRLOS ANGELESCA90032NONENON PROFIT SCHOOLSCHOLARSHIP$2,500
GRAND CANYON UNIVERSITY
3300 W CAMELBACK RDPHOENIXAZ85017NONEFOR PROFIT SCHOOLSCHOLARSHIP$2,500
UNIVERSITY OF CALIFORNIA SAN FRANCISCO
505 PARNASSUS AVESAN FRANCISCOCA94143NONENON PROFIT SCHOOLSCHOLARSHIP$10,000
LOMA LINDA UNIVERSITY
11139 ANDERSON STLOMA LINDACA92350NONENON PROFIT SCHOOLSCHOLARSHIP$10,000
TOURO UNIVEVRSITY
10601 CALLE LEE 179LOS ALAMITOSCA90720NONENON PROFIT SCHOOLSCHOLARSHIP$2,500
DREXEL UNIVERSITY
3141 CHESTNUT STPHILADELPHIAPA19104NONENON PROFIT SCHOOLSCHOLARSHIP$10,000
UNIVERSITY OF PITTSBURGH
4200 FIFTH AVEPITTSBURGHPA15260NONENON PROFIT SCHOOLSCHOLARSHIPSCHOLARSHIP$10,000
TULANE UNIVERSITY
6823 ST CHARLES AVENEW ORLEANSLA70118NONENON PROFIT SCHOOLSCHOLARSHIP$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$148,500TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$74,892RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$84,853RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$0ExclusionAmt
Related Or Exempt Function Incm$159,745RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$159,745TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (2 entries)

Line NumberLineNumberTxtRelationship StatementRelationshipStatementTxt
4ALLOWED FOR THE TIMELY PAYMENT OF CHARITABLE GRANTS
8AIDED IN PERFORMING TIMELY REVIEWS AND TIMELY PAYMENTS OF GRANTS

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$7,346Amt
Net Investment Income$1,470NetInvestmentIncomeAmt
Disbursements Charitable Prps$5,876DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

FieldValueIRS element (for citing)
Short ExplanationTHE BURBANK HEALTH CARE FOUNDATION ESTIMATES IT WILL USE $218,133 FOR CHARITABLE PURPOSES. THIS AMOUNT REPRESENTS AN ESTIMATE OF DIRECT CHARITABLE DISBURSEMENTS FOR GRANTS AND SCHOLARSHIPS, AS WELL AS AN ESTIMATE OF THE ALLOCATION OF DISBURSEMENTS FOR EXPENSES ASSOCIATED WITH THE GRANTS AND SCHOLARSHIPS AND ASSOCIATED WITH THE CHARITABLE PURPOSE OF BEING A CHARITABLE GIVING PRIVATE FOUNDATION AND OPERATING AS SUCH.ShortExplanationTxt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemWELLS FARGO SECURITIESCategoryOrItemTxt
Listed At Cost Or FMVFMVListedAtCostOrFMVCd
Book Value$4,448,957BookValueAmt
EOYFMV$4,448,957EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE$5,399$1,080$4,319
MISCELLANEOUS$6,076$1,215$4,861

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES$22,807$4,561$18,246
ADMINISTRATIVE$35,254$7,051$28,203

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryTAXESCategoryTxt
Amt$7,413Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

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