BURBANK HEALTH CARE FOUNDATION: Form 990PF, tax year 2014

View the entire original 990 at ProPublica ↗

Organization: BURBANK HEALTH CARE FOUNDATION (EIN 95-1643337)
Tax period: 2014-01-01 to 2014-12-31
Filed: 2015-11-16
IRS object ID: 201533229349100503
Schema version: 2014v5.0
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
Accounting Fees Schedule
Cash Deemed Charitable Expln Stmt
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Income Schedule2
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2015-11-16T12:46:25-06:00	ReturnTs
Tax Period End	2014-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	463462919	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	KKAJ LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	27200 TOURNEY ROAD STE 475	AddressLine1Txt
City	VALENCIA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91355	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2014-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	951643337	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BURBANK HEALTH CARE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BURB	BusinessNameControlTxt
Phone	8186343281	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	C/O 200 W MAGNOLIA BLVD	AddressLine1Txt
City	BURBANK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91502	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	RANDY STEVENSON	PersonNm
Person Title	TREASURER	PersonTitleTxt
Phone	8186343281	PhoneNum
Signature	2015-11-18	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT N JENSEN JR	PreparerPersonNm
PTIN	P00123887	PTIN
Phone	6617054222	PhoneNum
Preparation	2015-11-18	PreparationDt

Field	Value	IRS element (for citing)
Tax	2014	TaxYr
Build TS	2016-04-25 22:37:26Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$5,091,522	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$261,070	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$261,070	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$197,601	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,554,888	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$40,643	CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss	$79,030	OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm	$79,030	OtherIncomeNetInvstIncmAmt
Total Rev And Expnss	$142,499	TotalRevAndExpnssAmt
Total Net Invst Incm	$380,743	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Legal Fees Rev And Expnss	$963	LegalFeesRevAndExpnssAmt
Legal Fees Net Invst Incm	$193	LegalFeesNetInvstIncmAmt
Legal Fees Dsbrs Chrtbl	$770	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$16,200	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$3,240	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$12,960	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$68,689	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$13,738	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$54,951	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$3,045	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$0	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Occupancy Rev And Expnss	$11,350	OccupancyRevAndExpnssAmt
Occupancy Net Invst Incm	$2,270	OccupancyNetInvstIncmAmt
Occupancy Dsbrs Chrtbl	$9,080	OccupancyDsbrsChrtblAmt
Other Expenses Rev And Expnss	$10,705	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$2,141	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$8,564	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$110,952	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$21,582	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$86,325	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$135,940	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$135,940	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$246,892	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$21,582	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$222,265	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$104,393	ExcessRevenueOverExpensesAmt
Net Investment Income	$359,161	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$290,429	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$177,221	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$177,221	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$62	PrepaidExpensesBOYAmt
Other Investments BOY	$4,904,280	OtherInvestmentsBOYAmt
Other Investments EOY	$4,914,301	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$4,914,301	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$5,194,771	TotalAssetsBOYAmt
Total Assets EOY	$5,091,522	TotalAssetsEOYAmt
Total Assets EOYFMV	$5,091,522	TotalAssetsEOYFMVAmt
Accounts Payable EOY	$1,144	AccountsPayableEOYAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,144	TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117	Yes (X)	OrgDoesNotFollowSFAS117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$5,194,771	RetainedEarningBOYAmt
Retained Earning EOY	$5,090,378	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$5,194,771	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$5,090,378	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$5,194,771	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$5,091,522	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$5,194,771	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$104,393	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$5,090,378	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$5,090,378	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	AcquiredAcquiredDt	SoldSoldDt	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
WELLS FARGO SECURITIES (VARIOUS TRANSACTIONS)	P	2013-01-01	2014-07-01	$3,546,578	$3,514,245	$32,333	$32,333
CAMPBELL STRATEGIC ALLOCATION FUND	P	2014-01-01	2014-07-01	$8,310		$8,310	$8,310

Field	Value	IRS element (for citing)
Capital Gain Net Income	$40,643	CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Liable Section4942 Tax	0	LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1	$265,052	AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1	$4,879,684	NetVlNoncharitableAssetsYr1Amt
Distribution Yr1	0.054317	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$211,703	AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2	$4,645,369	NetVlNoncharitableAssetsYr2Amt
Distribution Yr2	0.045573	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$260,276	AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3	$4,726,625	NetVlNoncharitableAssetsYr3Amt
Distribution Yr3	0.055066	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$176,457	AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4	$4,828,310	NetVlNoncharitableAssetsYr4Amt
Distribution Yr4	0.036546	DistributionYr4Rt
Adjusted Qlfy Distri Yr5	$291,293	AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5	$4,297,505	NetVlNoncharitableAssetsYr5Amt
Distribution Yr5	0.067782	DistributionYr5Rt
Total Distribution	0.259284	TotalDistributionRt
Average Distribution	0.051857	AverageDistributionRt
Net Vl Noncharitable Assets	$4,942,122	NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets	$256,284	AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct	$3,592	NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct	$259,876	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$222,265	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$7,183	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$7,183	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$7,183	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,390	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$3,390	TotalPaymentsAndCreditsAmt
Es Penalty	$16	EsPenaltyAmt
Tax Due	$3,809	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.BURBANKHCF.ORG	WebsiteAddressTxt
Individual With Books	GERI HERNANDEZ	IndividualWithBooksNm
Phone	8185592423	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	200 W MAGNOLIA BLVD	AddressLine1Txt
City	BURBANK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91502	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY OLSON
200 W MAGNOLIA BLVD	BURBANK	CA	91502	MEMBER OF THE BOARD	1.00	$0	$0	$0
SUNDER RAMANI
200 W MAGNOLIA BLVD	BURBANK	CA	91502	VICE-CHAIRMAN	1.00	$0	$0	$0
RANDY STEVENSON
200 W MAGNOLIA BLVD	BURBANK	CA	91502	TREASURER	1.00	$0	$0	$0
DR KEITH EMMONS
200 W MAGNOLIA BLVD	BURBANK	CA	91502	CHAIRMAN	1.00	$0	$0	$0
TJ BAPTIE
200 W MAGNOLIA BLVD	BURBANK	CA	91502	MEMBER OF THE BOARD	1.00	$0	$0	$0
DR JAMES FELONY
200 W MAGNOLIA BLVD	BURBANK	CA	91502	MEMBER OF THE BOARD	1.00	$0	$0	$0
DR BOYD FLINDERS
200 W MAGNOLIA BLVD	BURBANK	CA	91502	MEMBER OF THE BOARD	1.00	$0	$0	$0
SUE GEORGINO
200 W MAGNOLIA BLVD	BURBANK	CA	91502	MEMBER OF THE BOARD	1.00	$0	$0	$0
MARSHA JACKSON
200 W MAGNOLIA BLVD	BURBANK	CA	91502	SECRETARY	1.00	$0	$0	$0
CONNIE LACKEY
200 W MAGNOLIA BLVD	BURBANK	CA	91502	MEMBER OF THE BOARD	1.00	$0	$0	$0
TOMME LENZ
200 W MAGNOLIA BLVD	BURBANK	CA	91502	MEMBER OF THE BOARD	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$4,856,391	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$297,460	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$5,153,851	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$5,153,851	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$211,729	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$4,942,122	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$247,106	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$247,106	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$7,183	TaxBasedOnInvestmentIncomeAmt
Total Tax	$7,183	TotalTaxAmt
Distributable Before Adj	$239,923	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$239,923	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$239,923	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$222,265	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$222,265	QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm	$0	PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri	$222,265	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$239,923	DistributableAsAdjustedAmt
Undistributed Income PY	$192,440	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$222,265	QualifyingDistributionsAmt
Applied To Year1	$192,440	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$29,825	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$210,098	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	BURBANK HEALTH CARE FOUNDATION	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	C/O 200 MAGNOLIA BLVD	AddressLine1Txt
City	BURBANK	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	91502	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	8185592423	RecipientPhoneNum
Form And Info And Materials	APPLICANTS 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 NECESSARY	FormAndInfoAndMaterialsTxt
Submission Deadlines	GENERALLY NOV. 1ST & NOV. 30TH EACH YEAR, AS APPLICABLE PER TYPE UNLESS BOARD DETERMINES OTHERWISE	SubmissionDeadlinesTxt
Restrictions On Awards	GRANTS ARE MADE TO ORGANIZATIONS THAT PROMOTE AND PROVIDE FOR BETTER HEALTH CARE IN THE CITY OF BURBANK	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
UNIVERSITY OF CALIFORNIA LOS ANGELES
405 HILGARD AVENUE	LOS ANGELES	CA	90095	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$25,000
UNIVERSITY OF CALIFORNIA IRVINE
260 ALDRICH HALL	IRVINE	CA	92697	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$5,000
GLENDALE COMMUNITY COLLEGE
1500 N VERDUGO	GLENDALE	CA	91208	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$4,500
UNIVERSITY OF CALIFORNIA
UNIVERSITY PARK CAMPUS	LOS ANGELES	CA	90089	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$16,500
LOS ANGELES VALLEY COLLEGE
5800 FULTON AVENUE	VALLEY GLEN	CA	91401	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$1,500
CALIFORNIA STATE UNIVERSITY LOS ANGELES
5151 STATE UNIVERSITY DRIVE	LOS ANGELES	CA	90032	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$1,500
UNIVERSITY OF PITTSBURGH
4200 FIFTH AVENUE	PITTSBURGH	PA	15260	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$7,500
CALIFORNIA STATE UNIVERSITY LONG BEACH
1250 BELLFLOWER BLVD	LONG BEACH	CA	90840	NONE	NON PROFIT SCHOOL	SCHOLARSHIP	$1,500
SPECIAL OLYMPICS
1133 19TH STREET NW 12TH FLOOR	WASHINGTON	DC	20036	NONE	PC	GRANT	$2,500
USC VERDUGO HILLS HOPSITAL
1812 VERDUGO BLVD	GLENDALE	CA	91208	NONE	PC	GRANT	$3,440
BCR
230 AMHERST DRIVE	BURBANK	CA	91504	NONE	PC	GRANT	$5,000
PROVIDENCE ST JOSEPH FOUNDATION
501 S BUENA VISTA STREET	BURBANK	CA	91505	NONE	PC	GRANT	$62,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$135,940	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$261,070	RelatedOrExemptFunctionIncmAmt

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	$79,030	RelatedOrExemptFunctionIncmAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Related Or Exempt Function Incm	-$197,601	RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$0	ExclusionAmt
Related Or Exempt Function Incm	$142,499	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$142,499	TotalIncomeProducingActyAmt

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

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

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$16,200	Amt
Net Investment Income	$3,240	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$12,960	DisbursementsCharitablePrpsAmt

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

Field	Value	IRS element (for citing)
Short Explanation	THE BURBANK HEALTH CARE FOUNDATION ESTIMATES IT WILL USE $211,729 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

Field	Value	IRS element (for citing)
Category Or Item	WELLS FARGO SECURITIES	CategoryOrItemTxt
Listed At Cost Or FMV	FMV	ListedAtCostOrFMVCd
Book Value	$4,914,301	BookValueAmt
EOYFMV	$4,914,301	EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	LEGAL	CategoryTxt
Legal Fees	$963	LegalFeesAmt
Net Investment Income	$193	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$770	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INSURANCE	$5,015	$1,003	$4,012
MISCELLANEOUS	$5,690	$1,138	$4,552

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Field	Value	IRS element (for citing)
Desc	FORM K-1 NET TAXABLE INCOME	Desc
Revenue And Expenses Per Books	$79,030	RevenueAndExpensesPerBooksAmt
Net Investment Income	$79,030	NetInvestmentIncomeAmt
Adjusted Net Income	$79,030	AdjustedNetIncomeAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
INVESTMENT FEES	$40,190	$8,038	$32,152
ADMINISTRATIVE	$28,499	$5,700	$22,799

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	TAXES	CategoryTxt
Amt	$3,045	Amt
Net Investment Income	$0	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

BURBANK HEALTH CARE FOUNDATION: Form 990PF, tax year 2014

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (11 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Undistributed Income UndistributedIncomeGrp

Supplementary Information SupplementaryInformationGrp

Application Submission Info ApplicationSubmissionInfoGrp

Recipient US Address RecipientUSAddress

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp

Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Comments