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BESS AND GEORGE VORON FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BESS AND GEORGE VORON FOUNDATION (EIN 95-7098601)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-05-01
IRS object ID
202631219349100218
Schema version
2025v4.1
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)
Return2026-05-01T09:04:09-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

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 Begin2025-01-01TaxPeriodBeginDt

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
Signature2026-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPatrick BowlerPreparerPersonNm
PTINP01809730PTIN
Phone6267922179PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,841,657FMVAssetsEOYAmt
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$266InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$266InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$83,871DividendsRevAndExpnssAmt
Dividends Net Invst Incm$83,871DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$483,981NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$984,883GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$483,981CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$568,118TotalRevAndExpnssAmt
Total Net Invst Incm$568,118TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$3,300AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$61InterestRevAndExpnssAmt
Interest Net Invst Incm$61InterestNetInvstIncmAmt
Taxes Rev And Expnss$9,233TaxesRevAndExpnssAmt
Taxes Net Invst Incm$1,310TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$50TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$323OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$323OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$12,917TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,694TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,350TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$179,150ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$179,150ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$192,067TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,694TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$182,500TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$376,051ExcessRevenueOverExpensesAmt
Net Investment Income$566,424NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$703,572SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$160,607SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$160,607SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$751,190CorporateStockBOYAmt
Corporate Stock EOY$1,677,856CorporateStockEOYAmt
Corporate Stock EOYFMV$4,681,050CorporateStockEOYFMVAmt
Other Assets BOY$977OtherAssetsBOYAmt
Total Assets BOY$1,455,739TotalAssetsBOYAmt
Total Assets EOY$1,838,463TotalAssetsEOYAmt
Total Assets EOYFMV$4,841,657TotalAssetsEOYFMVAmt
Other Liabilities EOY$6,673OtherLiabilitiesEOYAmt
Total Liabilities EOY$6,673TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$1,455,739CapitalStockBOYAmt
Capital Stock EOY$1,831,790CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$1,455,739TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$1,831,790TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$1,455,739TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$1,838,463TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$1,455,739TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$376,051ExcessRevenueOverExpensesAmt
Subtotal$1,831,790SubtotalAmt
Tot Net Ast Or Fund Balances EOY$1,831,790TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (12 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
SCHWAB 5759 S/T COVP2025-01-012025-11-01$76,834$60,296$16,538$16,538
SCHWAB 5759 S/T NONCOVP2025-01-012025-11-01$94$94$94
SCHWAB 5759 L/T COVP2001-01-012025-11-01$291,245$119,352$171,893$171,893
SCHWAB 5759 L/T NONCOVP2010-01-012025-11-01$1,496$975$521$521
SCHWAB 9614 S/T COVP2025-01-012025-11-01$266,327$272,559-$6,232-$6,232
SCHWAB 9614 S/T NONCOVP2025-01-012025-11-01$855$855$855
SCHWAB 9614 S/T NONCOVP2025-01-012025-11-01$9$8$1$1
SCHWAB 9614 L/T COVP2001-01-012025-11-01$174,832$40,810$134,022$134,022
SCHWAB 9614 L/T NONCOVP2001-01-012025-11-01$617$1,686-$1,069-$1,069
SCHWAB 9614 L/T NONCOVP2001-01-012025-11-01$171,076$5,216$165,860$165,860
SCHWAB 9614 CAP GAIN DISTP2001-01-012025-11-01$167$167$167
SCHWAB 9614 SECTION 1256P2001-01-012025-11-01$1,331$1,331$1,331
FieldValueIRS element (for citing)
Capital Gain Net Income$483,981CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$11,256NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$7,873InvestmentIncomeExciseTaxAmt
Subtotal$7,873SubtotalAmt
Tax Based On Investment Income$7,873TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$1,200EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$1,200TotalPaymentsAndCreditsAmt
Tax Due$6,673TaxDueAmt
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$3,977,951AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$357,647AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,335,598TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$4,335,598AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,034CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,270,564NetVlNoncharitableAssetsAmt
Minimum Investment Return$213,528MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$213,528MinimumInvestmentReturnAmt
Tax Based On Investment Income$7,873TaxBasedOnInvestmentIncomeAmt
Total Tax$7,873TotalTaxAmt
Distributable Before Adj$205,655DistributableBeforeAdjAmt
Distributable Before Ded$205,655DistributableBeforeDedAmt
Distributable As Adjusted$205,655DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$182,500ExpensesAndContributionsAmt
Qualifying Distributions$182,500QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$205,655DistributableAsAdjustedAmt
Undistributed Income PY$177,047UndistributedIncomePYAmt
Qualifying Distributions$182,500QualifyingDistributionsAmt
Applied To Year1$177,047AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$5,453AppliedToCurrentYearAmt
Undistributed Income CY$200,202UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
OAKWOOD SCHOOL
11600 MAGNOLIA BLVDN HOLLYWOODCA91601PCGENERAL FUND$500
CONCERN FOUNDATION
1026 S ROBERTSON BLVD STE 300LOS ANGELESCA90035PCGENERAL FUND$12,000
JEWISH FEDERATION
6505 WILSHIRE BLVDLOS ANGELESCA90048PCGENERAL FUND$2,000
RONALD MCDONALD HOUSE
763 S PASADENA AVENUEPASADENACA91105PCGENERAL FUND$500
USC ARCADIA HOSPITAL FOUNDATION
300 W HUNTINGTON DRIVEARCADIACA91007SO IIGENERAL FUND$1,400
SOUTHERN CALIFORNIA PUBLIC RADIO
474 S RAYMOND AVEPASADENACA91105PCGENERAL FUND$18,000
LOS ANGELES REVIEW OF BOOKS
1614 S CENTRAL AVEGLENDALECA91204PCGENERAL SUPPORT$21,500
CITY OF HOPE
1500 E DUARTE RDDUARTECA91010PCGENERAL SUPPORT$4,000
ANTI-DEFAMATION LEAGUE
10495 CALIFORNIA ROUTE 2LOS ANGELESCA90025PCGENERAL SUPPORT$1,000
WESTERN JUSTICE CENTER
55 S GRAND AVEPASADENACA91105PCGENERAL SUPPORT$5,000
PASADENA ARTS LEAGUE
2847 CUMBERLAND ROADSAN MARINOCA91108PCGENERAL SUPPORT$2,000
BEAUTY BUS FOUNDATION
2716 OCEAN PARK BLVD 1062SANTA MONICACA90405PCGENERAL SUPPORT$1,000
HUNTINGTON HOSPITAL
100 W CALIFORNIA BLVDPASADENACA91105PCGENERAL SUPPORT$10,000
PANCREATIC CANCER ACTION NETWORKS
1500 ROSECRANS AVE 200MANHATTAN BEACHCA90266PCGENERAL SUPPORT$10,000
LEUKEMIA AND LYMPHOMA SOCIETY
3 INTERNATIONAL DRIVE STE 200RYE BROOKNY10573PCGENERAL SUPPORT$1,000
UCLA JONSSON COMPREHENSIVE CANCER C
10833 LE CONTE AVELOS ANGELESCA90024PCGENERAL SUPPORT$68,750
CALTECH UNIVERSITY
1200 E CALIFORNIA BLVDPASADENACA91125PCGENERAL SUPPORT$10,000
SUN VALLEY WRITERS' CONFERENCE
300 DOLLAR RDSUN VALLEYID83353PCGENERAL SUPPORT$10,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$179,150TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$266ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$83,871ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$483,981ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$568,118ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$568,118TotalIncomeProducingActyAmt

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$3,300Amt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockSEE EXHIBIT AStockNm
EOY Book Value$1,677,856EOYBookValueAmt
EOYFMV$4,681,050EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ADR FEES$130$130
CVR PARTNERS OTHER INCOME/LOSS$131$131
GLOBAL INDEMNITY OTHER DEDUCTIONS$4$4
PROSHARES ULTRA GOLD OTHER DEDUCTIONS$58$58

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescEXCISE TAX PAYABLEDesc
EOY Book Value$6,673EOYBookValueAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
EXCISE TAX$7,873
FOREIGN TAXES$1,310$1,310
OTHER TAXES$50$50

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