ALBERT AND ELAINE BORCHARD FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ALBERT AND ELAINE BORCHARD FOUNDATION INC (EIN 95-3294377)
- Tax period
- 2024-08-01 to 2025-07-31
- Filed
- 2025-12-15
- IRS object ID
- 202533499349100518
- 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
- Form 990-PF
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-12-15T17:50:55-06:00 | ReturnTs |
| Tax Period End | 2025-07-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 951777440 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GREEN HASSON & JANKS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 700 S FLOWER STREET SUITE 3300 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-08-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953294377 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT AND ELAINE BORCHARD | BusinessNameLine1Txt |
| Business Name Line2 | FOUNDATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 8185651020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVENUE 294 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JANNA BELING | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8185651020 | PhoneNum |
| Signature | 2025-12-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LIZBETH G NEVAREZ | PreparerPersonNm |
| PTIN | P01399868 | PTIN |
| Phone | 3108731600 | PhoneNum |
| Preparation | 2025-12-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $51,367,811 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $89,485 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $89,485 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $433,380 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $433,380 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $2,791,151 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $2,791,151 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $2,198,031 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | -$194,793 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $24,063,712 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $43,447 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,162,670 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,314,016 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $478,117 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $353,807 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $124,310 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $54,125 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $40,053 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $14,072 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $4,356 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $3,223 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $1,133 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,424 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $8,424 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $32,099 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $23,753 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $8,346 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $259,951 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $257,637 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,314 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $166,996 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $160,798 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $112,640 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $0 | DeprecAndDpltnNetInvstIncmAmt |
| Occupancy Rev And Expnss | $186,230 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $137,810 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $48,420 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $26,220 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $19,403 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $6,817 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $416,137 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $350,852 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $65,285 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,745,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,355,760 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $270,697 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,980,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,980,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,725,795 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,355,760 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,251,197 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$563,125 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,958,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $186,024 | CashBOYAmt |
| Cash EOY | $34,249 | CashEOYAmt |
| Cash EOYFMV | $34,249 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,215,470 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,817,486 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,817,486 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,199,976 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,956,282 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,162,920 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $600,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $600,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $640,770 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $10,816,773 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $6,038,449 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $4,667,857 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $4,778,324 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $37,300,000 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $4,959,201 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $5,081,122 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $5,964,925 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $447,461 | OtherAssetsBOYAmt |
| Other Assets EOY | $447,461 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $447,461 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,275,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,714,924 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $51,367,811 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $231,503 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $231,503 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $231,503 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $231,503 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,776,868 | CapitalStockBOYAmt |
| Capital Stock EOY | $12,776,868 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,267,618 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,706,553 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,044,486 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $17,483,421 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,275,989 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $17,714,924 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,044,486 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$563,125 | ExcessRevenueOverExpensesAmt |
| Other Increases | $2,060 | OtherIncreasesAmt |
| Subtotal | $17,483,421 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $17,483,421 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | 2024-08-01 | 2025-07-31 | $24,063,712 | $24,285,238 | -$221,526 | -$221,526 | |
| CAPITAL GAINS DISTRIBUTION | 2024-08-01 | 2025-07-31 | $26,733 | $26,733 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$194,793 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,220 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,220 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,220 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $25,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $25,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $406 | EsPenaltyAmt |
| Tax Due | $2,626 | 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.BORCHARDFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER MILLS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185651020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVENUE 294 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | Yes (1) | ForeignAccountsQuestionInd |
| Foreign Country | FR | ForeignCountryCd |
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 | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|
| JANNA BELING | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR, EXEC, PRESIDENT | 20.00 | $112,500 | $0 | $13,455 |
| MICHAEL SPURGEON | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR, EXEC, VICE PRESIDENT | 20.00 | $82,500 | $0 | $13,254 |
| JENNIFER MILLS | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | CFO | 20.00 | $74,150 | $0 | $12 |
| MARY JANE CICCARELLO | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR | 20.00 | $67,625 | $0 | $0 |
| KRISTEN BELING | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR, SECRETARY | 20.00 | $51,250 | $0 | $17,135 |
| ANDREW DWIGHT HOTCHKISS | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR | 20.00 | $22,500 | $0 | $2,844 |
| STEPHEN SPURGEON | ||||||||
| 202 S LAKE AVE SUITE 294 | PASADENA | CA | 91101 | DIRECTOR | 20.00 | $20,000 | $0 | $892 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROUBINA MOVSESSIAN | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVENUE SUITE 294 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | ADMIN ASST/BOOKKEEPE | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $54,125 | CompensationAmt |
| Employee Benefits | $0 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED 1 PROTECTION SERVICES LLC | |||||
| 127 E 9TH STREET | LOS ANGELES | CA | 90015 | SECURITY | $201,103 |
| LLS FACILITY SERVICES LLC | |||||
| 8665 SAN CARLOS AVE | SOUTH GATE | CA | 90280 | JANITORIAL | $125,940 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $5,513,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,174,448 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $43,264,925 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $51,952,803 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $51,952,803 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $779,292 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $51,173,511 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,558,676 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,558,676 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,220 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,220 | TotalTaxAmt |
| Distributable Before Adj | $2,531,456 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $2,531,456 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $2,531,456 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,251,197 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,251,197 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,531,456 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,938,783 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,251,197 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,938,783 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $312,414 | 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 | $2,219,042 | 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 | ALBERT AND ELAINE BORCHARD FOUNDATI | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 202 S LAKE AVE | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911014993 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 6262986980 | RecipientPhoneNum |
| Recipient Email Address | INFO@BORCHARDFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE WEBSITE AT WWW.BORCHARDFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | APRIL 1 AND OCTOBER 1 | SubmissionDeadlinesTxt |
| Restrictions On Awards | N/A | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (82 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientForeignAddress/AddressLine2Txt | Province Or StateRecipientForeignAddress/ProvinceOrStateNm | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABA FUND FOR JUSTICE AND EDUCATION | |||||||||||||
| 321 N CLARK STREET 20TH FLOOR | CHICAGO | IL | 60654 | PC | RESEARCH AND ADVOCACY PROJECT | $30,000 | |||||||
| ABA FUND FOR JUSTICE AND EDUCATION | |||||||||||||
| 321 N CLARK STREET 20TH FLOOR | CHICAGO | IL | 60654 | PC | 2025 NATIONAL AGING AND LAW CONFERENCE | $10,000 | |||||||
| ACHIEVEABILITY | |||||||||||||
| 5901 MARKET STREET SUITE 410 | PHILADELPHIA | PA | 19139 | PC | 60TH STREET STRONG COALITION | $50,000 | |||||||
| ALBERTINE FOUNDATION | |||||||||||||
| 972 FIFTH AVENUE | NEW YORK | NY | 10075 | PC | COMMUNITY COLLEGES IN FRANCE PROGRAM | $20,000 | |||||||
| ALICE KUIPERS | |||||||||||||
| I | FELLOWSHIP | $10,000 | 833 TEMPERANCE STREET | SASKATOON | CA | S7N 0N2 | |||||||
| ALISON H DEMING | |||||||||||||
| 5506 N VIA PAPAVERO | TUCSON | AZ | 85750 | I | SENIOR FELLOWSHIP | $2,000 | |||||||
| AMERICAN CIVIL LIBERTIES UNION | |||||||||||||
| 125 BROAD STREET | NEW YORK | NY | 100042400 | PC | FELLOWSHIP | $62,000 | |||||||
| ANIELA RODRIGUEZ | |||||||||||||
| I | FELLOWSHIP | $12,500 | AVE PRESIDENTES 80 INT401 COL | CIUDAD DE MEXICO | MX | PORTALES NORTE | |||||||
| BALAM RODRIGO | |||||||||||||
| I | FELLOWSHIP | $10,000 | CIRCUITO LAS PERAS 700-A FRACCIONAM | SAN CRISTOBAL DE LAS CASA | MX | CP 29247 | ENTO SAN FRANCISCO | ||||||
| BRENDA VAZQUEZ LOZANO | |||||||||||||
| I | FELLOWSHIP | $10,000 | CALLE PROGRESO 228 DEPTO 7 | CIUDAD DE MEXICO | MX | ESCANDON | |||||||
| CALIFORNIA COMMUNITY FOUNDATION | |||||||||||||
| 717 W TEMPLE STREET | LOS ANGELES | CA | 90012 | PC | GENERAL SUPPORT | $25,000 | |||||||
| CALIFORNIA STATE UNIVERSITY NORTHRIDGE | |||||||||||||
| DEPARTMENT OF PHYSICAL THERAPY | NORTHRIDGE | CA | 91330 | PC | PHYSICAL THERAPIST STUDENTS IN THE GLOBAL SETTING | $20,000 | 18111 NORDHOFF STREET | ||||||
| COLLABORATION CENTER FOUNDAITON | |||||||||||||
| 8390 W WINDMILL LANE | LAS VEGAS | NV | 89113 | PC | MENTAL HEALTH SUPPORT GROUP | $20,000 | |||||||
| CSUN FOUNDATION | |||||||||||||
| 18111 NORDHOFF STREET VALERA HALL | NORTHRIDGE | CA | 913308296 | PC | GENERAL SUPPORT | $20,000 | 110 | ||||||
| DANIEL ROUNDS | |||||||||||||
| 2400 7TH AVE | SACRAMENTO | CA | 95818 | I | FELLOWSHIP | $10,000 | |||||||
| DANIEL SALDANA PARIS | |||||||||||||
| I | FELLOWSHIP | $10,000 | MAXIMINO AVILA CAMACHO 21-704 COL | BENITO | MX | CP 03710 | CIUDAD DE LOS DEPORTES | ||||||
| EAST CAROLINA UNIVERSITY | |||||||||||||
| 209 E 5TH STREET MS211 | GREENVILLE | NC | 278581821 | PC | 2025 ACADEMIC RESEARCH GRANTS | $20,000 | |||||||
| EMILIANO MONGE | |||||||||||||
| I | FELLOWSHIP | $10,000 | DULCE OLIVIA 100 BARRIO DE LA SANTA | CIUDAD DE MEXICO | MX | CP 04010 | CATARINA | COYOACAN | |||||
| FERNANDA MELCHOR | |||||||||||||
| I | FELLOWSHIP | $10,000 | CERRADA CERO DOS 1 DEPTO 902 | SAN ANDRES CHOLULA | MX | 72810 | |||||||
| FLORIDA HEALTH JUSTICE PROJECT | |||||||||||||
| 7901 4TH ST N 8705 | ST PETERSBURG | FL | 33702 | PC | FELLOWSHIP | $65,000 | |||||||
| FOOD FORWARD INC | |||||||||||||
| 7412 FULTON AVENUE SUITE 3 | NORTH HOLLYWOOD | CA | 91605 | PC | GENERAL SUPPORT | $12,500 | |||||||
| FOOD SHARE INC | |||||||||||||
| 4156 SOUTHBANK RD | OXNARD | CA | 93036 | PC | ONGOING FOOD DISTRIBUTION PROGRAM | $12,500 | |||||||
| FRANCISCO GOLDMAN | |||||||||||||
| 83 BRATTLE STREET APT 605 | CAMBRIDGE | MA | 02138 | I | FELLOWSHIP | $10,000 | |||||||
| GABRIELA JAUREGUI | |||||||||||||
| I | FELLOWSHIP | $10,000 | PARQUE SANTA CATARINA 12 | CIUDAD DE MEXICO | MX | CP 0400 | COYOACAN | ||||||
| GUADALUPE SANCHEZ NETTEL | |||||||||||||
| I | FELLOWSHIP | $50,000 | PRIV TLATETILPA 13-C | CIUDAD DE MEXICO | MX | COYOACAN | |||||||
| HEALTH VOLUNTEERS OVERSEAS | |||||||||||||
| 1900 L STREET NW SUITE 310 | WASHINGTON | DC | 20036 | PC | "ENHANCING THE RECRUITMENT OF NURSING VOLUNTEERS" | $20,000 | |||||||
| HELPAGE USA | |||||||||||||
| 1730 M STREET NW SUITE 1000 | WASHINGTON | DC | 20036 | PC | "ADVOCACY TO ADVANCE THE RIGHTS AND WELL-BEING OF OLDER PEOPLE" | $10,000 | |||||||
| HOMEBOY INDUSTRIES | |||||||||||||
| 130 W BRUNO ST | LOS ANGELES | CA | 90012 | PC | YOUTH REENTRY CENTER | $45,000 | |||||||
| I DEMAND ACCESS | |||||||||||||
| 238 DELTA PLACE | DANVILLE | CA | 94526 | PC | EMPOWERMENT IN EDUCATION | $10,000 | |||||||
| JODI ANGEL | |||||||||||||
| I | FELLOWSHIP | $10,000 | MUSICALDREEF 13 | HARDERWIJK | NL | 3845 GH | |||||||
| JULIAN HERBERT | |||||||||||||
| I | FELLOWSHIP | $10,000 | MANUEL ACUNA NORTE 114 INT 3 | SALTILLO | MX | CP 25000 | COLONIA CENTRO | ||||||
| JUSTICE IN AGING | |||||||||||||
| 1444 EYE ST NW SUITE 1100 | WASHINGTON | DC | 20005 | PC | GENERAL SUPPORT TO LEGAL CHANGES AND PROTECT PROGRAMS OLDER ADULTS RELY ON | $75,000 | |||||||
| KIRSTIN CHEN | |||||||||||||
| 2655 BUSH ST 417 | SAN FRANCISCO | CA | 94115 | I | FELLOWSHIP | $7,500 | |||||||
| LEGAL SERVICES OF NORTH FLORIDA INC | |||||||||||||
| 2119 DELTA BLVD | TALLAHASSEE | FL | 32303 | PC | FELLOWSHIP | $65,000 | |||||||
| LOS ANGELES MISSION | |||||||||||||
| 303 EAST 5TH STREET | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $10,000 | |||||||
| LOS ANGELES REGIONAL FOOD BANK | |||||||||||||
| 1734 E 41ST STREET | LOS ANGELES | CA | 90058 | PC | GENERAL SUPPORT | $12,500 | |||||||
| LUIS ALBERTO URREA | |||||||||||||
| 6S 516 MILCREEK LANCE | NAPERVILLE | IL | 60540 | I | SENIOR FELLOWSHIP | $2,500 | |||||||
| MADELEINE THIEN | |||||||||||||
| I | FELLOWSHIP | $10,000 | 1665 RUE RACHEL EST APPT4 | MONTREAL | CA | H2J2K6 | |||||||
| MARCELA JOYA | |||||||||||||
| 546 WEST 156TH STREET APT 29 | NEW YORK | NY | 10032 | I | FELLOWSHIP | $2,500 | |||||||
| MATTHEW SALESSES | |||||||||||||
| 212 CLAIRE DRIVE | BLACKSBURG | VA | 24060 | I | FELLOWSHIP | $10,000 | |||||||
| MEND | |||||||||||||
| 10641 N SAN FERNANDOROAD | PACOIMA | CA | 91331 | PC | GENERAL SUPPORT | $12,500 | |||||||
| METROPOLITAN AREA NEIGHBORHOOD NUTRITION ALLIANCE | |||||||||||||
| 420 NORTH 20TH STREET | PHILADELPHIA | PA | 19130 | PC | GENERAL SUPPORT | $45,000 | |||||||
| MIGUEL RUIZ GOMEZ | |||||||||||||
| I | FELLOWSHIP | $10,000 | CHICUMTANTIC S/N LOC CHICUMTANTIC | CHAMULA | MX | 29320 | |||||||
| NAYOMI MUNAWEERA | |||||||||||||
| 2072 HARRINGTON AVE | OAKLAND | CA | 94601 | I | SENIOR FELLOWSHIP | $2,000 | |||||||
| NEVADA BALLET THEATER INC | |||||||||||||
| 1651 INNER CIR | LAS VEGAS | NV | 89134 | PC | IN SUPPORT OF FUTURE DANCE OUTREACH PROGRAM | $35,000 | |||||||
| NEVADA PARTNERSHIP FOR HOMELESS YOUTH | |||||||||||||
| 4981 SHIRLEY STREET | LAS VEGAS | NV | 89119 | PC | GENERAL SUPPORT | $12,500 | |||||||
| NEW YORK LEGAL ASSISTANCE GROUP | |||||||||||||
| 100 PEARL STREET FLOOR 19 | NEW YORK | NY | 10004 | PC | FELLOWSHIP | $65,000 | |||||||
| OLIVE CREST | |||||||||||||
| 4285 NORTH RANCHO DRIVE SUITE 160 | LAS VEGAS | NV | 89130 | PC | "CHILD ABUSE AND NEGLECT PREVENTION PROGRAMS" | $25,000 | |||||||
| OLIVE CREST | |||||||||||||
| 4285 NORTH RANCHO DRIVE SUITE 160 | LAS VEGAS | NV | 89130 | PC | VEGAS CARES ABOUT KIDS COMPREHENSIVE CAMPAIGN | $20,000 | |||||||
| OREGON HEALTH & SCIENCE UNIVERSITY | |||||||||||||
| 2020 SW 4TH AVE SUITE 900 | PORTLAND | OR | 97201 | PC | OKSU KNIGHT CANCER INSTITUTE | $125,000 | |||||||
| PASADENA COMMUNITY FOUNDATION | |||||||||||||
| 301 E COLORADO BLVD 810 | PASADENA | CA | 91101 | PC | GENERAL SUPPORT | $160,000 | |||||||
| REBECCA SOLNIT | |||||||||||||
| 1037 YORK STREET | SAN FRANCISCO | CA | 94110 | I | FELLOWSHIP | $10,000 | |||||||
| REDEMPTION EARNED INC | |||||||||||||
| PO BOX 2286 | BIRMINGHAM | AL | 35201 | PC | FELLOWSHIP | $65,000 | |||||||
| RESCUE MISSION ALLIANCE | |||||||||||||
| 12701 VAN NUYS BLVD SUITE A | PACOIMA | CA | 91331 | PC | GENERAL SUPPORT | $12,500 | |||||||
| SACRAMENTO FOOD BANK & FAMILY SERVICES | |||||||||||||
| 1951 BELL AVENUE | SACRAMENTO | CA | 95838 | PC | GENERAL SUPPORT | $12,500 | |||||||
| SACRAMENTO LOAVES AND FISHES | |||||||||||||
| PO BOX 13495 | SACRAMENTO | CA | 95813 | PC | GENERAL SUPPORT | $12,500 | |||||||
| SIERRA CRANE MURDOCK | |||||||||||||
| 3624 N HALLECK STREET | PORTLAND | OR | 97217 | I | FELLOWSHIP | $10,000 | |||||||
| SIERRA CRANE MURDOCK | |||||||||||||
| 3624 N HALLECK STREET | PORTLAND | OR | 97217 | I | FELLOWSHIP | $10,000 | |||||||
| SILVIA GEORGINA | |||||||||||||
| I | FELLOWSHIP | $10,000 | MANUEL ACUNA NORTE 114-3 ZONA | SALTILLO | MX | CENTRO | |||||||
| TERRANCE HAYES | |||||||||||||
| 3 WASHINGTON SQUARE VILLAGE 4FG | NEW YORK CITY | NY | 10012 | I | FELLOWSHIP | $10,000 | |||||||
| THE LOUIS MOREAU INSTITUE | |||||||||||||
| 777 EAST SOUTH TEMPLE UNIT 7-I | SALT LAKE CITY | UT | 84012 | PC | MUSIC PERFORMANCE 2024 FESTIVAL | $5,000 | |||||||
| THE MIDNIGHT MISSION | |||||||||||||
| 601 SOUTH SAN PEDRO STREET | LOS ANGELES | CA | 90014 | PC | GENERAL SUPPORT | $12,500 | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 900957089 | PC | COLLOQUIUM IN FRANCE- 24-25 DR. MARGARET CYCHOSZ | $40,000 | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 900957089 | PC | COLLOQUIUM - 24-25 P. BLOOM, D. JULLIEN, S. WELD AS PRINCIPAL INVESTIGATORS | $40,000 | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| 405 HILGARD AVENUE | LOS ANGELES | CA | 900957089 | PC | SCHOLAR-IN-RESIDENCY - 24-25 DR. DANIEL BRUNSTETTER | $30,000 | |||||||
| THE REGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||||||||
| CASHIERS OFFICE SAASB BUILDING ROOM | SANTA BARBARA | CA | 931062003 | PC | SCHOLAR IN RESIDENCE - 24-25 DR. IAN COLLER | $30,000 | 1212 | ||||||
| THE UNIVERSITY CORPORATION | |||||||||||||
| SIERRA CENTER 3RD FLOOR 18111 | NORTHRIDGE | CA | 913308309 | PC | COLLOQUIUM GRANT - 24-25 DR. PETER EDMUNDS AS PRINCIPAL INVESTIGATOR | $40,000 | NORDHOFF STREET | ||||||
| UC SANTA BARBARA HUMANITIES AND FINE ARTS | |||||||||||||
| OFFICE OF DEVELOPMENT 4219 CHEADLE | SANTA BARBARA | CA | 931062013 | PC | HUMANITIES AND FINE ARTS EUROPEAN FELLOWSHIP | $35,000 | HALL UNIVERSITY OF CALIFORNIA | ||||||
| UNION RESCUE MISSION | |||||||||||||
| 545 S SAN PEDRO STREET | LOS ANGELES | CA | 90013 | PC | GENERAL SUPPORT | $10,000 | |||||||
| UNION STATION HOMELESS SERVICES | |||||||||||||
| 825 E ORANGE GROVE BLVD | PASADENA | CA | 91104 | PC | GENERAL SUPPORT | $12,500 | |||||||
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||||||||
| UNIVERSITY OF ARIZONA POETRY CENTER | TUCSON | AZ | 85721 | PC | GENERAL SUPPORT | $50,000 | 1508 E HELEN ST PO 210150 | ||||||
| UNIVERSITY OF ARIZONA FOUNDATION | |||||||||||||
| UNIVERSITY OF ARIZONA POETRY CENTER | TUCSON | AZ | 85721 | PC | CENTER ON LITERARY ARTS/UA POETRY CENTER COLLABORATION | $10,000 | 1508 E HELEN ST PO 210150 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| USC DORNSIFE BUSINESS OFFICE 3616 | LOS ANGELES | CA | 90089 | PC | WILLARD AND BETTY BELING SCHOLARSHIP FUND | $25,000 | TROUSDALE PARKWAY AHF 108 | ||||||
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||||||||
| USC DORNSIFE BUSINESS OFFICE 3616 | LOS ANGELES | CA | 90089 | PC | "DOCUMENTATION OF THE 25TH ANNIVERSARY OF THE RENCONTRES FRANCO/AMERICANES MUSIQUE DE CHAMBRE" | $20,000 | TROUSDALE PARKWAY AHF 108 | ||||||
| UNIVERSITY OF VERMONT | |||||||||||||
| 217 WATERMAN BUILDING 85 SOUTH | BURLINGTON | VT | 05405 | PC | 2025 ACADEMIC RESEARCH GRANT | $20,000 | PROSPECT STREET | ||||||
| USC THORNTON SCHOOL OF MUSIC | |||||||||||||
| ASSISTANT DEAN OF ADVANCEMENT 840 | LOS ANGELES | CA | 900891441 | PC | FRANCO-AMERICAN MUSIC FESTIVAL | $47,000 | WEST 34TH STREET MUS 408D | ||||||
| VALERIA LUISELLI | |||||||||||||
| 55 ADRIAN AVE | BRONX | NY | 10463 | I | FELLOWSHIP | $7,500 | |||||||
| VIRGINIA COMMONWEALTH UNIVERSITY | |||||||||||||
| 800 EAST LEIGH STREET SUITE 3100 | RICHMOND | VA | 232983039 | PC | 2025 ACADEMIC RESEARCH GRANTS | $20,000 | |||||||
| WOMEN'S EMPOWERMENT | |||||||||||||
| 1590 NORTH A STREET | SACRAMENTO | CA | 95811 | PC | GENERAL SUPPORT | $12,500 | |||||||
| YAEL WEISS | |||||||||||||
| I | FELLOWSHIP | $10,000 | AVENIDA PASEO DEL RIO 102 | COLONIA | MX | 01070 | |||||||
| YANN MARTEL | |||||||||||||
| I | FELLOWSHIP | $10,000 | 833 TEMPERANCE STREET | SASKATOON | CA | S7N 0N2 | |||||||
| YURI HERRERA | |||||||||||||
| 1319 POLAND AVE | NEW ORLEANS | LA | 70117 | I | FELLOWSHIP | $7,500 | |||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,980,500 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $89,485 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $433,380 | ExclusionAmt |
Net Rental Income Personal Prop NetRentalIncomePersonalPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $2,198,031 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$194,793 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| FOREIGN EXCHANGE GAIN | 01 | $4,091 |
| RETURN OF CAPITAL | 01 | $39,356 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,569,550 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,569,550 | TotalIncomeProducingActyAmt |
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 FEES | CategoryTxt |
| Amt | $32,099 | Amt |
| Net Investment Income | $23,753 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $8,346 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (58 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Prior Year DepreciationPriorYearDepreciationAmt | Computation MethodComputationMethodTxt | LifeLifeRt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | RtRt |
|---|---|---|---|---|---|---|---|---|
| 1900 SACRAMENTO | 1986-03-31 | $1,947,460 | $1,947,460 | SL | 39.000000000000 | $0 | $0 | |
| RAILRPAD SPUR 1900 SACRAMENTO | 1986-03-31 | $30,033 | NC | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. | 1986-03-31 | $1,386,956 | $1,386,956 | SL | 39.000000000000 | $0 | $0 | |
| ROOF-MATEO | 1986-03-31 | $43,040 | $43,040 | 200DB | 7.000000000000 | $0 | $0 | |
| REFIGERATION EQUIPMENT MATEO STREET | 1996-07-31 | $38,000 | $38,000 | 200DB | 7.000000000000 | $0 | $0 | |
| 1104 LAWRENCE ST. | 1986-03-31 | $1,060,000 | $1,060,000 | SL | 39.000000000000 | $0 | $0 | |
| ROOF-1900 SACRAMENTO STREET | 1992-05-20 | $160,563 | $160,563 | 200DB | 7.000000000000 | $0 | $0 | |
| VARIOUS IMPR. INCL. SEISMIC RETROFIT AT 1900 SACRAMENTO AND PARKING LO | 1995-12-31 | $298,465 | $298,465 | 200DB | 7.000000000000 | $0 | $0 | |
| LOT 8TH AND WILSON | 1993-08-11 | $589,518 | NC | $0 | $0 | 0.000000000000 | ||
| LOT 8TH AND LEMON | 1997-01-07 | $94,919 | NC | $0 | $0 | 0.000000000000 | ||
| FENCE FOR 8TH AND LEMON | 1998-12-26 | $5,975 | $5,975 | 200DB | 7.000000000000 | $0 | $0 | |
| SEISMIC RETROFIT COSTS AT 1102-1104 LAWRENCE & MATEO STREET | 1995-12-31 | $127,481 | $127,481 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ROOF AT 1104 LAWRENCE | 1998-12-31 | $55,881 | $55,881 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ROOF AT 1102 LAWRENCE | 2009-04-07 | $14,450 | $8,667 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ROOF AT 1101-1131 MATEO ST. | 1998-12-31 | $121,182 | $121,182 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ASPHALT PAVING - MATEO | 1999-09-24 | $24,500 | $24,500 | 200DB | 7.000000000000 | $0 | $0 | |
| HEAT/AIRCONDITIONING UNIT 1102 LAWRENCE ST. | 2001-01-22 | $6,200 | $6,200 | 200DB | 7.000000000000 | $0 | $0 | |
| HEAT/AIRCONDITIONING UNIT 1104 LAWRENCE ST. | 2002-03-04 | $5,250 | $5,250 | 200DB | 7.000000000000 | $0 | $0 | |
| NEW ASPHALT PAVING - 1104 LAWRENCE | 2003-11-28 | $62,134 | $57,988 | 200DB | 7.000000000000 | $0 | $0 | |
| 1900 SACRAMENTO TENANT IMPROVEMENT | 2004-12-30 | $100,000 | $86,671 | 200DB | 7.000000000000 | $0 | $0 | |
| ADDITIONAL IMPROVEMENT | 2014-12-31 | $135,000 | $135,000 | 200DB | 7.000000000000 | $0 | $0 | |
| 1900 SACRAMENTO 6,684 SQFT. ACQD DRIVEWAY PROPERTY | 2007-06-01 | $233,940 | NC | $0 | $0 | 0.000000000000 | ||
| 1900 SACRAMENTO ASPHALT PAVING | 2005-01-26 | $72,730 | $63,037 | 200DB | 5.000000000000 | $0 | $0 | |
| MAJOR ROOF IMPROVEMENTS 1900 SAC & MATEO STREET | 2017-07-31 | $76,548 | $76,548 | 200DB | 7.000000000000 | $0 | $0 | |
| MAJOR ROOF IMPROVEEMNTS & HVAC PLATFORM LAWRENCE ST | 2017-07-31 | $42,836 | $42,836 | 200DB | 7.000000000000 | $0 | $0 | |
| 1900 SACRAMENTO LAND | 1986-03-31 | $1,294,330 | NC | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. LAND | 1986-03-31 | $1,104,694 | NC | $0 | $0 | 0.000000000000 | ||
| 1101-1131 MATEO ST. IMPROVEMENT | 2019-07-31 | $18,950 | $4,740 | SL | 20.000000000000 | $948 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-03-20 | $9,927 | $2,149 | SL | 20.000000000000 | $496 | $0 | |
| 1111 MATEO ST. CONSTRUCTION | 2020-03-20 | $198,543 | $43,017 | SL | 20.000000000000 | $9,927 | $0 | |
| 1111 MATEO ST. ROOF REPAIRS | 2020-03-26 | $68,950 | $14,941 | SL | 20.000000000000 | $3,448 | $0 | |
| CONSTRUCTION | 2020-04-20 | $229,635 | $48,798 | SL | 20.000000000000 | $11,482 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-04-21 | $11,482 | $2,440 | SL | 20.000000000000 | $574 | $0 | |
| ARTCHITECT PROJECT | 2020-04-28 | $3,000 | $638 | SL | 20.000000000000 | $150 | $0 | |
| ARTCHITECT PROJECT | 2020-05-02 | $6,055 | $1,288 | SL | 20.000000000000 | $303 | $0 | |
| 1111 MATEO ST. CONSTRUCTION | 2020-05-18 | $66,845 | $13,925 | SL | 20.000000000000 | $3,342 | $0 | |
| PROJECT DEVELOPMENT SERVICES | 2020-05-19 | $3,342 | $696 | SL | 20.000000000000 | $167 | $0 | |
| HILLMANN CONSULTING | 2020-06-08 | $129 | $25 | SL | 20.000000000000 | $6 | $0 | |
| HILLMANN CONSULTING | 2020-06-25 | $2,581 | $527 | SL | 20.000000000000 | $129 | $0 | |
| 1111,1121,1141, MATEO ST ARCHITECT | 2019-10-31 | $1,000 | $238 | SL | 20.000000000000 | $50 | $0 | |
| PROJECT DESIGN | 2020-01-02 | $3,052 | $701 | SL | 20.000000000000 | $153 | $0 | |
| PROECT DESIGN | 2020-03-09 | $4,000 | $883 | SL | 20.000000000000 | $200 | $0 | |
| WEST COAST ROOFING | 2023-06-14 | $375,836 | $21,923 | SL | 20.000000000000 | $18,792 | $0 | |
| 1111 MATEO ST. NEW ROOF | 2023-06-14 | $151,187 | $8,819 | SL | 20.000000000000 | $7,559 | $0 | |
| WEST COAST ROOFING | 2023-04-26 | $74,751 | $3,738 | SL | 20.000000000000 | $3,738 | $0 | |
| DELTA CONSTRUCTION AND MECHANICAL - ELECTRICAL | 2024-02-07 | $35,963 | $899 | SL | 20.000000000000 | $1,798 | $0 | |
| DELTA CONSTRUCTION AND MECHANICAL - HVAC | 2024-02-07 | $33,084 | $827 | SL | 20.000000000000 | $1,654 | $0 | |
| DELTA CONSTRUCTION AND MECHANICAL - ELECTRICAL SCOPE | 2024-03-04 | $28,770 | $599 | SL | 20.000000000000 | $1,439 | $0 | |
| DELTA CONSTRUCTION AND MECHANICAL - HVAC UNIT | 2024-03-11 | $41,355 | $862 | SL | 20.000000000000 | $2,068 | $0 | |
| DELTA CONSTRUCTION AND MECHANICAL - ELECTRICAL EQUIPMENT | 2024-03-18 | $79,118 | $1,319 | SL | 20.000000000000 | $3,956 | $0 | |
| CUSHMAN & WAKEFIELD - FEE FOR DELTA WORK | 2024-05-29 | $12,967 | $17 | SL | 5.000000000000 | $2,593 | $0 | |
| DELTA CONSTRUCTION AND MECHANICAL | 2024-06-03 | $11,988 | $100 | SL | 20.000000000000 | $599 | $0 | |
| BENALMADENA CONTRACTORS | 2024-08-05 | $3,000 | SL | 5.000000000000 | $600 | $0 | ||
| BENALMADENA CONTRACTORS | 2024-10-01 | $6,800 | SL | 5.000000000000 | $1,133 | $0 | ||
| BENALMADENA CONTRACTORS | 2025-01-02 | $7,500 | SL | 5.000000000000 | $875 | $0 | ||
| DELTA CONSTRUCTION AND MECHANICAL | 2025-05-05 | $30,098 | SL | 5.000000000000 | $1,505 | $0 | ||
| BENALMADENA CONTRACTORS - FENCE | 2024-03-18 | $95,417 | SL | 5.000000000000 | $19,083 | $0 | ||
| DELTA CONSTRUCTION - ASPHALT | 2024-04-12 | $69,363 | SL | 5.000000000000 | $13,873 | $0 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 300,000 UNITS BOFA FINANCE LLC NOTE LKD NDX RTY SPX 03/29/29 | $300,000 | $322,290 |
| 300,000 UNITS HSBC USA INC NOTE LKD RTY SPX 04/09/29 | $300,000 | $318,480 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 6349 UNITS BLUE OWL TECHNOLOGY FIN CORP | $89,902 | $95,298 |
| 10573.396 UNITS AMERICAN BALANCED CL F2 | $375,929 | $391,110 |
| 13587.447 UNITS EUPAC CL F2 | $784,947 | $810,491 |
| 12347.94 UNITS FIDELITY ADVISOR BALANCED CL I | $373,015 | $386,984 |
| 10403.911 UNITS T ROWE PRICE CAP APPREC INVESTOR CL | $372,044 | $392,019 |
| 12875 UNITS ISHARES 1-5 YEAR INVESTMENT GRADE CORP BOND ETF | $664,170 | $677,611 |
| 1284 UNITS VANGUARD INFORMATION TECHNOLOGY ETF | $796,978 | $886,563 |
| 1916.406 UNITS AMERICAN BALANCED CL F2 | $68,104 | $70,888 |
| 1693.06 UNITS EUPAC CL F2 | $98,612 | $100,991 |
| 2274.232 UNITS FIDELITY ADVISOR BALANCED CL I | $68,502 | $71,274 |
| 39617.57 UNITS FEDERATED HERMES U S TREASURY CASH RESERVES INSTL CL | $39,617 | $39,618 |
| 1884.308 UNITS T ROWE PRICE CAP APPREC INVESTOR CL | $67,893 | $71,001 |
| 1074 UNITS ISHARES 1-5 YEAR INVESTMENT GRADE CORP BOND ETF | $55,395 | $56,525 |
| 163000 UNITS VANGUARD INFORMATION TECHNOLOGY ETF | $101,174 | $112,547 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| LAND | $3,347,434 | $0 | $3,347,434 | $11,543,118 |
| BUILDINGS | $4,394,416 | $4,394,416 | $0 | $15,153,477 |
| BUILDING IMPROVEMENTS | $3,074,923 | $1,644,033 | $1,430,890 | $10,603,405 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (5 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| RIVERSOURCE LIFE INS CO RIVERSOURCE STRUCTURED SOLUTIONS ANNUITY | AT COST | $2,471,024 | $2,213,960 |
| RIVERSOURCE LIFE INS CO RIVERSOURCE STRUCTURED SOLUTIONS 2 ANNUITY | AT COST | $1,910,098 | $1,003,066 |
| 120623 UNITS BLUE OWL TECHNOLOGY FINANCE CORP | AT COST | $0 | $2,061,447 |
| 23,177.925 UNITS CARLYLE TACTICAL PRIVATE CREDIT | AT COST | $200,000 | $194,695 |
| 58,542.525 UNITS CARLYLE TACTICAL PRIVATE CREDIT | AT COST | $500,000 | $491,757 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES - RENTAL PROPERTIES | CategoryTxt |
| Legal Fees | $8,424 | LegalFeesAmt |
| Net Investment Income | $8,424 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| EDUC. CENTER, FRANCE | $440,547 | $440,547 | $440,547 |
| DEPOSITS | $6,914 | $6,914 | $6,914 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| ASSESSMENTS | $195,787 | $144,882 | $50,905 |
| OTHER OFFICE EXPENSE | $17,744 | $4,791 | $12,953 |
| INSURANCE | $11,509 | $11,049 | $460 |
| REPAIRS & MAINTENANCE | $3,238 | $2,396 | $842 |
| MEALS & GIFTS | $479 | $354 | $125 |
| INSURANCE - RENTAL PROPERTIES | $163,964 | $163,964 | $0 |
| MISC. RENTAL EXPENSES - RENTAL PROPERTIES | $5,278 | $5,278 | $0 |
| REPAIRS & MAINTENANCE - RENTAL PROPERTIES | $18,138 | $18,138 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| FOREIGN EXCHANGE GAIN | $4,091 | $4,091 |
| RETURN OF CAPITAL | $39,356 | $39,356 |
| CAPITAL GAINS DISTRIBUTION | $26,733 | $26,733 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GRANTS REFUNDED | Desc |
| Amt | $2,060 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SECURITY DEPOSITS | Desc |
| BOY Book Value | $231,503 | BOYBookValueAmt |
| EOY Book Value | $231,503 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MGMT FEE | $14,534 | $14,534 | $0 |
| OTHER PROFESSIONAL FEES | $5,000 | $3,700 | $1,300 |
| CONSULTING FEES | $2,145 | $1,587 | $558 |
| PAYROLL PROCESSING FEES | $1,754 | $1,298 | $456 |
| SECURITY - RENTAL PROPERTIES | $236,518 | $236,518 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OTHER TAXES | $4,236 | $0 | $0 |
| FEDERAL EXCISE TAXES | $1,933 | $0 | $0 |
| STATE & LOCAL TAXES | $29 | $0 | $0 |
| PROPERTY TAX - RENTAL PROPERTIES | $157,423 | $157,423 | $0 |
| CITY BUSINESS TAXES - RENTAL PROPERTIES | $3,375 | $3,375 | $0 |
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