BURTON G BETTINGEN CORPORATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BURTON G BETTINGEN CORPORATION (EIN 95-3942826)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-11
- IRS object ID
- 202201319349105905
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- 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 | 2022-05-11T16:14:41-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY US LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18500 VON KARMAN AVE 10TH FLOOR | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92612 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953942826 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURTON G BETTINGEN CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BURT | BusinessNameControlTxt |
| Phone | 3104908436 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10375 WILSHIRE BLVD 3D | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA BROWN | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 3104908436 | PhoneNum |
| Signature | 2022-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIAN YACKER | PreparerPersonNm |
| PTIN | P00401346 | PTIN |
| Phone | 9492222999 | PhoneNum |
| Preparation | 2022-05-09 | PreparationDt |
| Self Employed | Yes (X) | SelfEmployedInd |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,048,937 | 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 |
| Interest On Sav Rev And Expnss | $45 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $45 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $231,012 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $231,012 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $806,491 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,805,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $806,491 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $25 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $25 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $1,037,573 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,037,573 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $200,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $40,000 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $150,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $820 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $738 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $82,483 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $16,497 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $61,862 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $314 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $6,000 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $6,000 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $89,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $82,154 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $7,026 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $12,561 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $4,561 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $15,216 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $0 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $11,410 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $9,745 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $9,745 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $3,585 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $3,585 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $20,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $823 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $8,381 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $446,799 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $150,035 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $258,747 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $636,902 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $496,902 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,083,701 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $150,035 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $755,649 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$46,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $887,538 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $355,602 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $412,959 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $412,959 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $5,027 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $922,310 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $544,851 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $544,851 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $7,033,815 | CorporateStockBOYAmt |
| Corporate Stock EOY | $10,060,806 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $10,060,806 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,921,845 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,630,565 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,630,565 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $1,795,984 | OtherAssetsBOYAmt |
| Other Assets EOY | $399,756 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $399,756 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,034,583 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,048,937 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,048,937 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $27,771 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $54,422 | AccountsPayableEOYAmt |
| Grants Payable EOY | $140,000 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $372,432 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $372,432 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $400,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $566,854 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,634,380 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $13,482,083 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,634,380 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,482,083 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,034,583 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,048,937 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,634,380 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$46,128 | ExcessRevenueOverExpensesAmt |
| Other Increases | $893,831 | OtherIncreasesAmt |
| Subtotal | $13,482,083 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,482,083 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2021-01-01 | AcquiredDt |
| Sold | 2021-12-31 | SoldDt |
| Gross Sales Price | $3,805,254 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,998,763 | CostOrOtherBasisAmt |
| Gain Or Loss | $806,491 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $806,491 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $806,491 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $12,337 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $12,337 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $12,337 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $18,454 | 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 | $18,454 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,117 | OverpaymentAmt |
| Applied To ES Tax | $6,117 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3104908436 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10375 WILSHIRE BLVD 3D | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | 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 | 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 | 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 |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 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 |
|---|---|---|---|---|---|---|---|---|
| GEORGE D O'NEILL JR | ||||||||
| 10375 WILSHIRE BLVD 3D | LOS ANGELES | CA | 90024 | CHAIR/PRESIDENT | 6.00 | $0 | $0 | $0 |
| WM LYES IV | ||||||||
| 10375 WILSHIRE BLVD 3D | LOS ANGELES | CA | 90024 | VP/AUDIT CHAIR | 2.00 | $0 | $0 | $0 |
| PATRICIA A BROWN | ||||||||
| 10375 WILSHIRE BLVD 3D | LOS ANGELES | CA | 90024 | EXECUTIVE DIRECTOR/SECRETARY/TREASURER | 50.00 | $200,000 | $69,500 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 S KENTUCKY AVE SUITE 100 | AddressLine1Txt |
| City | LAKELAND | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $81,879 | CompensationAmt |
| 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 | $13,069,252 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $330,599 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,399,851 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,399,851 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $200,998 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,198,853 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $659,943 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $659,943 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $12,337 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $12,337 | TotalTaxAmt |
| Distributable Before Adj | $647,606 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $647,606 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $647,606 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $755,649 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $755,649 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $647,606 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $483,051 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $755,649 | QualifyingDistributionsAmt |
| Applied To Year1 | $483,051 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $272,598 | 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 | $375,008 | 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 | PATRICIA BROWN EXECUTIVE DIRECTOR | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10375 WILSHIRE BLVD 3D | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3104908436 | RecipientPhoneNum |
| Recipient Email Address | BURTONBET@AOL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | PLEASE FORWARD ONE COPY OF YOUR PROPOSAL WITH ALL THE REQUIRED DOCUMENTATION LISTED BELOW. FEEL FREE TO CONTACT THE EXECUTIVE DIRECTOR WITH ANY QUESTIONS. COMMUNICATION WITH THE OFFICE IS ENCOURAGED. PROPOSALS TO OTHER AGENCIES WITH ATTACHMENTS AND A SEPARATE COVER LETTER ARE ACCEPTABLE. APPLICATIONS MUST INCLUDE: A) A CONCISE STATEMENT OF THE PROJECT FOR WHICH FUNDING IS SOUGHT. B) A STATEMENT OF THE AGENCY'S BACKGROUND, PURPOSE AND OBJECTIVES. THE AGENCY'S MOST RECENT ANNUAL REPORT CONTAINING THIS INFORMATION WILL SUFFICE. C) BUDGETARY INFORMATION RELATING TO THE REQUEST AND OTHER COMMITMENTS RECEIVED FOR SUPPORT. D) THE APPLICANT'S CURRENT DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE. E) A LIST OF THE APPLICANT'S BOARD OF DIRECTORS, INCLUDING THEIR BUSINESS, PROFESSIONAL AND COMMUNITY AFFILIATIONS. F) A COPY OF THE APPLICANT'S MOST RECENT FINANCIAL STATEMENTS. G) A COPY OF THE APPLICANT'S MOST RECENT FORM 990. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | PROPOSALS MUST BE RECEIVED BY SEPTEMBER 2022 FOR CONSIDERATION IN 2022. | SubmissionDeadlinesTxt |
| Restrictions On Awards | GRANTS ARE PROVIDED ONLY TO NON-PROFIT ORGANIZATIONS CLASSIFIED AS TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND TREATED AS OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. THE CURRENT FOCUS IS ON HEALTH, YOUTH, ABUSED CHILDREN, SEX TRAFFICKING AND CHILDREN EXPLOITED IN THE COMMERCIAL SEX INDUSTRY AS WELL AS INDIVIDUALS WHO HAVE HAD UNWANTED SEXUAL EXPERIENCES. THE CORPORATION PROVIDES BROAD TYPES OF SUPPORT, INCLUDING OPERATING CAPITAL, RESEARCH AND TECHNICAL ASSISTANCE. THE CORPORATION DOES NOT AWARD GRANTS TO INDIVIDUALS, SUPPORTING ORGANIZATIONS, GRANT-MAKING ORGANIZATIONS AND DOES NOT SUPPORT EVENTS, DINNERS OR MASS MAILINGS. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AVIVA FAMILY AND CHILDRENS CENTER | |||||||
| 7120 FRANKLIN AVE | LOS ANGELES | CA | 90046 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | |||||||
| 540 N AUGUSTA | FRESNO | CA | 93701 | NONE | PC | JUVENILE JUSTICE CLUBS FOR CHILDREN IN PROBATION CAMPS | $40,000 |
| BOYS REPUBLIC | |||||||
| 1907 BOYS REPUBLIC | CHINO HILLS | CA | 91709 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| CATHOLIC SCHOOL COLLABORATIVE | |||||||
| 312 E ST 3242 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| COUNSELING PARTNERS | |||||||
| 2016 W WASHINGTON BLVD | LOS ANGELES | CA | 90018 | NONE | PC | GENERAL OPERATING SUPPORT | $25,000 |
| DIVERSION HUB OKLAHOMA | |||||||
| 220 NW 10TH ST | OKLAHOMA CITY | OK | 73103 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| EQUESTRIAN ORDER OF THE HOLY SEPULCHRE OF JERUSALEM | |||||||
| 555 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL OPERATING SUPPORT | $2,000 |
| GOOD SHEPHERD CENTER HOMELESS WOMEN & CHILDREN | |||||||
| 1671 N BEVERLY BLVD | LOS ANGELES | CA | 90040 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| INNER CITY LAW CENTER | |||||||
| 1309 EAST 7TH ST | LOS ANGELES | CA | 90021 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| JOURNEY OUT | |||||||
| 7136 HASKELL AVE 125 | VAN NUYS | CA | 91408 | NONE | PC | GENERAL OPERATING SUPPORT | $25,256 |
| LES AMIES | |||||||
| 10880 WILSHIRE BLVD 800 | LOS ANGELES | CA | 90024 | NONE | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PINEY WOODS SCHOOL | |||||||
| 5096 US 49 | SOUTH PINEY WOODS | MS | 39148 | NONE | PC | GENERAL OPERATING SUPPORT | $65,030 |
| PROJECT HOOD | |||||||
| 6620 S KING DR | CHICAGO | IL | 69637 | NONE | PC | GENERAL OPERATING SUPPORT | $100,000 |
| RANCHO SAN ANTONIO | |||||||
| 21000 PLUMMER ST | CHATSWORTH | CA | 91311 | NONE | PC | GENERAL OPERATING SUPPORT | $20,000 |
| RONALD MCDONALD HUDSON VALLEY | |||||||
| 80 WOODS RD | VALHALLA | NY | 10595 | NONE | PC | GENERAL OPERATING SUPPORT | $1,000 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT ST NO 225 | LONG BEACH | CA | 90808 | NONE | PC | GENERAL OPERATING SUPPORT | $90 |
| USC CARUSO CATHOLIC CENTER | |||||||
| 844 W 32ND ST | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL OPERATING SUPPORT | $2,500 |
| VERBUM DEI | |||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90059 | NONE | PC | GENERAL OPERATING SUPPORT | $50,000 |
| WIKIMEDIA | |||||||
| 1 MONTGOMERY STREET SUITE 1600 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL OPERATING SUPPORT | $26 |
| WOODSEN CENTER | |||||||
| 1625 K STREET NW 140 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $496,902 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BOYS AND GIRLS CLUB OF FRESNO COUNTY | |||||||
| 540 N AUGUSTA | FRESNO | CA | 93701 | NONE | PC | JUVENILE JUSTICE CLUBS FOR CHILDREN IN PROBATION CAMPS | $80,000 |
| WOODSEN CENTER | |||||||
| 1625 K STREET NW 140 | WASHINGTON | DC | 20006 | NONE | PC | GENERAL OPERATING SUPPORT | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $140,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $45 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $231,012 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $806,491 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $25 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,037,573 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,037,573 | 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 | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $6,000 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $6,000 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $2,630,565 | EOYBookValueAmt |
| EOYFMV | $2,630,565 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK | StockNm |
| EOY Book Value | $10,060,806 | EOYBookValueAmt |
| EOYFMV | $10,060,806 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $544,851 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $544,851 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL | CategoryTxt |
| Legal Fees | $314 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (4 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| DEFERRED COMPENSATION | $372,432 | $372,432 | $372,432 |
| ISHARES TRUST S&P MIDCAP | $714,082 | ||
| ISHARES TR RUSSELL 2000 | $674,839 | ||
| INTEREST RECEIVABLE | $34,631 | $27,324 | $27,324 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSE | $8,948 | $0 | $6,710 |
| INSURANCE | $8,162 | $0 | $0 |
| COMPUTER SOFTWARE & MAINTENANCE | $2,228 | $0 | $1,671 |
| BANK FEES | $673 | $673 | $0 |
| FILING FEES | $150 | $150 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SETTLEMENT INCOME | Desc |
| Revenue And Expenses Per Books | $25 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $25 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $25 | AdjustedNetIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN | Desc |
| Amt | $893,831 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| BOY Book Value | $372,432 | BOYBookValueAmt |
| EOY Book Value | $372,432 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT MANAGEMENT | $81,879 | $81,879 | $0 |
| OUTSIDE ASSISTANCE | $6,660 | $0 | $5,995 |
| PAYROLL SERVICE | $1,375 | $275 | $1,031 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAX | $8,000 | $0 | $0 |
| FOREIGN TAX | $4,561 | $4,561 | $0 |