BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-05-12
- IRS object ID
- 201721329349100637
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T07:17:23-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENKINS BOWLER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 626 S LAKE AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911063918 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 957098601 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BESS & GEORGE VORON FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | DAVID A VORON M D TRUSTEE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BESS | BusinessNameControlTxt |
| Phone | 6264468809 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 WEST DUARTE ROAD | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A VORON | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2017-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICK J BOWLER | PreparerPersonNm |
| PTIN | P01809730 | PTIN |
| Phone | 6267922179 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,313,087 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $200,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $48,392 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $48,392 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $393,225 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $11,809,440 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $386,729 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $641,617 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $435,121 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,100 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $179 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $179 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $6,794 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,743 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $35 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,687 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,666 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $21 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,760 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,588 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,156 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $95,665 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $95,665 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $107,425 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,588 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $98,821 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $534,192 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $431,533 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $515,551 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $64,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $64,555 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $712,725 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,701,172 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,248,532 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,228,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,765,727 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,313,087 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $3,259 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $3,259 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $1,228,276 | CapitalStockBOYAmt |
| Capital Stock EOY | $1,762,468 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,228,276 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,762,468 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,228,276 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,765,727 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,228,276 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $534,192 | ExcessRevenueOverExpensesAmt |
| Subtotal | $1,762,468 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $1,762,468 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | Cost Or Other BasisCostOrOtherBasisAmt |
|---|---|---|---|---|---|---|---|
| CAPITAL GAIN DISTRIBUTIONS | P | 2001-01-01 | 2016-11-01 | $1,703 | $1,703 | $1,703 | |
| SEE EXHIBIT B | P | 2016-01-01 | 2016-11-01 | $11,284,900 | $177,538 | $177,538 | $11,107,362 |
| SEE EXHIBIT B | P | 2016-01-01 | 2016-11-01 | $88,320 | $1,510 | $1,510 | $86,810 |
| SEE EXHIBIT B | P | 2016-01-01 | 2016-11-01 | -$177 | -$177 | $177 | |
| SEE EXHIBIT B | P | 2001-01-01 | 2016-11-01 | $161,349 | $33,554 | $33,554 | $127,795 |
| SEE EXHIBIT B | P | 2001-01-01 | 2016-11-01 | $273,140 | $173,399 | $173,399 | $99,741 |
| SEE EXHIBIT B | P | 2001-01-01 | 2016-11-01 | $28 | -$798 | -$798 | $826 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $386,729 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $178,871 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $36,735 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,951,562 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.01882 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $103,135 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,802,496 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05722 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $24,595 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,562,600 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.01574 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $24,485 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,341,061 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.01826 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $32,010 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,189,727 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.02691 | DistributionYr5Rt |
| Total Distribution | 0.136944 | TotalDistributionRt |
| Average Distribution | 0.027389 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,039,375 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $55,856 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,315 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $60,171 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $98,821 | 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 | $4,315 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $4,315 | SubtotalAmt |
| Tax Based On Investment Income | $4,315 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,056 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,056 | TotalPaymentsAndCreditsAmt |
| Tax Due | $3,259 | TaxDueAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | false | 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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID A VORON MD TRUSTEE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6264468809 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W DUARTE RD STE 205 | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | 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 | false | 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID A VORON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 W DUARTE RD STE 205 | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | Trustee | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 1.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,752,875 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $317,556 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,070,431 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $2,070,431 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $31,056 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,039,375 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $101,969 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $101,969 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,315 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $4,315 | TotalTaxAmt |
| Distributable Before Adj | $97,654 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $97,654 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $97,654 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $98,821 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $98,821 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $4,315 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $94,506 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $97,654 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $96,877 | UndistributedIncomePYAmt |
| Qualifying Distributions | $98,821 | QualifyingDistributionsAmt |
| Applied To Year1 | $96,877 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,944 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $95,710 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | DAVID A VORON | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| OAKWOOD SCHOOL | ||||||
| 11600 MAGNOLIA BLVD | N HOLLYWOOD | CA | 91601 | PC | GENERAL FUND | $1,000 |
| CONCERN FOUNDATION | ||||||
| 1026 S ROBERTSON BLVD STE 300 | LOS ANGELES | CA | 90035 | PC | GENERAL FUND | $16,600 |
| JEWISH FEDERATION | ||||||
| 6505 WILSHIRE BLVD | LOS ANGELES | CA | 90048 | N/A | GENERAL FUND | $2,000 |
| VISTA DEL MAR CHILD FAMILY SERVICE | ||||||
| 3200 MOTOR AVE | LOS ANGELES | CA | 90034 | N/A | GENERAL FUND | $2,250 |
| UNIVERSITY OF CHICAGO | ||||||
| 5801 SOUTH ELLIS AVENUE | CHICAGO | IL | 60637 | PC | GENERAL FUND | $20,000 |
| PASADENA RONALD MCDONALD HOUSE | ||||||
| 763 S PASADENA AVENUE | PASADENA | CA | 91105 | PC | GENERAL FUND | $500 |
| METHODIST HOSPITAL FOUNDATION | ||||||
| 300 W HUNTINGTON DRIVE | ARCADIA | CA | 91007 | SO II | GENERAL FUND | $1,000 |
| SOUTHERN CALIFORNIA PUBLIC RADIO | ||||||
| 474 S RAYMOND AVE | PASADENA | CA | 91105 | PC | GENERAL FUND | $1,500 |
| LOS ANGELES REVIEW OF BOOKS | ||||||
| 1614 S CENTRAL AVE | GLENDALE | CA | 91204 | PC | GENERAL SUPPORT | $7,500 |
| ANTI-DEFAMATION LEAGUE | ||||||
| 10495 CALIFORNIA ROUTE 2 | LOS ANGELES | CA | 90025 | PC | GENERAL SUPPORT | $1,400 |
| KPOSOWA FOUNDATION | ||||||
| 119 LINDEN AVE | LONG BEACH | CA | 90802 | PC | GENERAL SUPPORT | $1,000 |
| AMERICAN WOMEN FOR INTL UNDERSTANDI | ||||||
| 2100 S WOLF RD | DES PLAINES | IL | 60018 | PC | GENERAL SUPPORT | $300 |
| PASADENA JEWISH TEMPLE AND CENTER | ||||||
| 1434 N ALTADENA DR | PASADENA | CA | 91107 | PC | GENERAL SUPPORT | $1,000 |
| SIMMSMANN-UCLA CTR FOR INTEGRATIVE | ||||||
| 200 MEDICAL PLAZA DRIVEWAY SUITE 50 | LOS ANGELES | CA | 90095 | PC | GENERAL SUPPORT | $500 |
| A WINDOW BETWEEN WORLDS | ||||||
| 710 4TH AVE | VENICE | CA | 90291 | PC | GENERAL SUPPORT | $500 |
| TEMPLE CITY FIRST UNITED METHODIST | ||||||
| 5957 GOLDEN WEST AVE | TEMPLE CITY | CA | 91780 | PC | GENERAL SUPPORT | $100 |
| SUN SAFETY FOR KIDS | ||||||
| 2625 W ALAMEDA AVE SUITE 517 | BURBANK | CA | 91505 | PC | GENERAL SUPPORT | $100 |
| NATIONAL PARK FOUNDATION | ||||||
| 1110 VERMONT AVE NW 200 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT | $25,415 |
| WESTERN JUSTICE CENTER | ||||||
| 55 S GRAND AVE | PASADENA | CA | 91105 | PC | GENERAL SUPPORT | $10,000 |
| GO CAMPAIGN | ||||||
| 2461 SANTA MONICA BLVD 437 | SANTA MONICA | CA | 90404 | PC | GENERAL SUPPORT | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $95,665 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $48,226 | ExclusionAmt |
| Related Or Exempt Function Incm | $166 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $393,225 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $441,451 | ExclusionAmt |
| Related Or Exempt Function Incm | $166 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $441,617 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 4(E) | LineNumberTxt |
| Relationship Statement | TAX EXEMPT INCOME | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | DAVID VORON | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 612 WEST DUARTE ROAD | AddressLine1Txt |
| City | ARCADIA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91007 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $200,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEE | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,100 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ADR FEES | $168 | $168 | |
| BANK CHARGES | $10 | $10 | |
| DIV PAID ON SHORT SALE | $720 | $720 | |
| INVESTMENT EXPENSES | $778 | $778 | |
| PENALTIES | $11 | $11 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $3,259 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES-2015 | $701 | ||
| EXCISE TAXES-2016 | $4,315 | ||
| OTHER TAXES | $1,778 | $1,743 | $35 |
Comments