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BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-11-17
IRS object ID
202513219349103711
Schema version
2024v5.2
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)
Return2025-11-17T09:58:00-08:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt
Disaster ReliefEATON FIRE 1/7/2025 POSTPONEMENTDisasterReliefTxt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN952131722PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1JENKINS BOWLER LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1626 S LAKE AVEAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91106ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2024-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN957098601EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BESS & GEORGE VORON FOUNDATIONBusinessNameLine1Txt
Business Name Line2DAVID A VORON M D TRUSTEEBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlBESSBusinessNameControlTxt
Phone6264468809PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 GLEN OAKS BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm
Person TitleTrusteePersonTitleTxt
Signature2025-11-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatrick BowlerPreparerPersonNm
PTINP01809730PTIN
Phone6267922179PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,015,573FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$310InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$310InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$83,306DividendsRevAndExpnssAmt
Dividends Net Invst Incm$83,306DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$28,860NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$161,072GrossSalesPriceAmt
Total Rev And Expnss$54,756TotalRevAndExpnssAmt
Total Net Invst Incm$83,616TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,200AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,200AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$10InterestRevAndExpnssAmt
Interest Net Invst Incm$10InterestNetInvstIncmAmt
Taxes Rev And Expnss$1,146TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,096TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$7,102OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$60OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,458TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,166TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,250TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$153,375ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$153,375ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$164,833TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,166TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$156,625TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$110,077ExcessRevenueOverExpensesAmt
Net Investment Income$82,450NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$633,420SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$703,572SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$703,572SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$931,419CorporateStockBOYAmt
Corporate Stock EOY$751,190CorporateStockEOYAmt
Corporate Stock EOYFMV$3,311,024CorporateStockEOYFMVAmt
Other Assets BOY$977OtherAssetsBOYAmt
Other Assets EOY$977OtherAssetsEOYAmt
Other Assets EOYFMV$977OtherAssetsEOYFMVAmt
Total Assets BOY$1,565,816TotalAssetsBOYAmt
Total Assets EOY$1,455,739TotalAssetsEOYAmt
Total Assets EOYFMV$4,015,573TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,565,816CapitalStockBOYAmt
Capital Stock EOY$1,455,739CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,565,816TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,455,739TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,565,816TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,455,739TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,565,816TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$110,077ExcessRevenueOverExpensesAmt
Subtotal$1,455,739SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,455,739TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SEE EXHIBIT BP2024-01-012024-11-01$2,265$2,536-$271-$271
SEE EXHIBIT BP2001-01-012024-11-01$155,452$179,199-$23,747-$23,747
SEE EXHIBIT BP2001-01-012024-11-01$3,355$6,274-$2,919-$2,919
SEE EXHIBIT BP2001-01-012024-11-01$1,923-$1,923-$1,923
FieldValueIRS element (for citing)
Capital Gain Net Income-$28,860CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss-$271NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,146InvestmentIncomeExciseTaxAmt
Subtotal$1,146SubtotalAmt
Tax Based On Investment Income$1,146TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$223EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$223TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Es Penalty$59EsPenaltyAmt
Tax Due$982TaxDueAmt
Applied To ES Tax$0AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedfalseSection508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1DAVID A VORON MD TRUSTEEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6264468809PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line11450 GLEN OAKS BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonDAVID A VORONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11450 GLEN OAKS BLVDAddressLine1Txt
CityPASADENACityNm
State AbbreviationCAStateAbbreviationCd
ZIP91105ZIPCd
FieldValueIRS element (for citing)
TitleTrusteeTitleTxt
Average Hrs Per Wk Devoted To Pos1.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$3,267,075AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$617,138AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,884,213TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$3,884,213AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$58,263CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,825,950NetVlNoncharitableAssetsAmt
Minimum Investment Return$191,298MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$191,298MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,146TaxBasedOnInvestmentIncomeAmt
Total Tax$1,146TotalTaxAmt
Distributable Before Adj$190,152DistributableBeforeAdjAmt
Distributable Before Ded$190,152DistributableBeforeDedAmt
Distributable As Adjusted$190,152DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$156,625ExpensesAndContributionsAmt
Qualifying Distributions$156,625QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$190,152DistributableAsAdjustedAmt
Undistributed Income PY$143,520UndistributedIncomePYAmt
Qualifying Distributions$156,625QualifyingDistributionsAmt
Applied To Year1$143,520AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$13,105AppliedToCurrentYearAmt
Undistributed Income CY$177,047UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDAVID A VORONContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (15 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDN HOLLYWOODCA91601PCGENERAL FUND$500
CONCERN FOUNDATION
1026 S ROBERTSON BLVD STE 300LOS ANGELESCA90035PCGENERAL FUND$10,000
RONALD MCDONALD HOUSE
763 S PASADENA AVENUEPASADENACA91105PCGENERAL FUND$500
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$15,000
LOS ANGELES REVIEW OF BOOKS
1614 S CENTRAL AVEGLENDALECA91204PCGENERAL SUPPORT$20,000
WESTERN JUSTICE CENTER
55 S GRAND AVEPASADENACA91105PCGENERAL SUPPORT$3,000
FRIENDS OF ROBINSON GARDENS
1008 ELDEN WAYBEVERLY HILLSCA90210PCGENERAL SUPPORT$1,350
PASADENA ARTS LEAGUE
2847 CUMBERLAND ROADSAN MARINOCA91108PCGENERAL SUPPORT$700
SAN MARINO CHARITY LEAGUE
1613 CHELSEA ROADSAN MARINOCA91108PCGENERAL SUPPORT$1,325
HUNTINGTON HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91105PCGENERAL SUPPORT$10,000
PANCREATIC CANCER ACTION NETWORKS
1500 ROSECRANS AVE 200MANHATTAN BEACHCA90266PCGENERAL SUPPORT$10,000
UCLA JONSSON COMPREHENSIVE CANCER C
10833 LE CONTE AVELOS ANGELESCA90024PCGENERAL SUPPORT$60,000
CALTECH UNIVERSITY
1200 E CALIFORNIA BLVDPASADENACA91125PCGENERAL SUPPORT$11,000
PICO UNION PROJECT
1153 VALENCIA STLOS ANGELESCA90015PCGENERAL SUPPORT$2,000
SUN VALLEY WRITERS' CONFERENCE
300 DOLLAR RDSUN VALLEYID83353PCGENERAL SUPPORT$8,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$153,375TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$310ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83,306ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$28,860ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$54,756ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$54,756TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryJB FEECategoryTxt
Amt$3,200Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,200DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE EXHIBIT AStockNm
EOY Book Value$751,190EOYBookValueAmt
EOYFMV$3,311,024EOYFMVAmt

Other Assets Schedule OtherAssetsSchedule

Other Assets Schedule OtherAssetsScheduleGrp

FieldValueIRS element (for citing)
DescEXCISE TAX OVERPAYMENTDesc
BOY Book Value$977BOYBookValueAmt
EOY Book Value$977EOYBookValueAmt
EOYFMV$977EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADR FEES$60$60
SCHWAB FRAUDULENT TRANSACTIONS$7,042

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
FOREIGN TAXES$1,096$1,096
OTHER TAXES$50$50

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