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JAMES AND DEBORAH BURROWS FOUNDATION: Form 990PF, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
JAMES AND DEBORAH BURROWS FOUNDATION (EIN 45-6196471)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-11-15
IRS object ID
201333199349102603
Schema version
2012v2.1
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)
Timestamp2013-11-15T17:35:22-06:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN953585773EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1FLEKMAN BAREN & COBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19171 WILSHIRE BLVD SUITE 400AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90210ZIPCode
FieldValueIRS element (for citing)
Return Type990PFReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN456196471EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1JAMES AND DEBORAH BURROWS FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlJAMENameControl
Phone3102745847Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line19171 WILSHIRE BLVD NO 400AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90210ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameCHARLES BARENName
TitleCO-TRUSTEETitle
Phone3102745847Phone
Date Signed2013-11-15DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameMARC ARMSTRONG CPAName
PTINP01010256PTIN
Phone3102745847Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-25 16:41:14ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Exempt PFXExemptPF
FMV Assets EOY6087192FMVAssetsEOY
Method Of Accounting CashXMethodOfAccountingCash

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Received Rev And Expnss989750ContriReceivedRevAndExpnss
Dividends Rev And Expnss183921DividendsRevAndExpnss
Dividends Net Invst Incm183921DividendsNetInvstIncm
Net Gain Sale Assets Rev And Expnss62723NetGainSaleAssetsRevAndExpnss
Gross Sales Price450235GrossSalesPrice
Capital Gain Net Incm Net Invst Incm62723CapitalGainNetIncmNetInvstIncm
Total Revenue And Expenses1236394TotalRevenueAndExpenses
Total Net Investment Income246644TotalNetInvestmentIncome
Comp Ofcr Dir Trst Rev And Expnss0CompOfcrDirTrstRevAndExpnss
Comp Ofcr Dir Trst Net Invst Incm0CompOfcrDirTrstNetInvstIncm
Comp Ofcr Dir Trst Dsbrs Chrtbl Prps0CompOfcrDirTrstDsbrsChrtblPrps
Accounting Fees Rev And Expnss7500AccountingFeesRevAndExpnss
Accounting Fees Net Invst Incm7500AccountingFeesNetInvstIncm
Accounting Fees Dsbrs Chrtbl Prps0AccountingFeesDsbrsChrtblPrps
Taxes Rev And Expnss6396TaxesRevAndExpnss
Taxes Net Invst Incm6396TaxesNetInvstIncm
Taxes Dsbrs Chrtbl Prps0TaxesDsbrsChrtblPrps
Other Expenses Rev And Expnss22669OtherExpensesRevAndExpnss
Other Expenses Net Invst Incm22669OtherExpensesNetInvstIncm
Other Expenses Dsbrs Chrtbl Prps0OtherExpensesDsbrsChrtblPrps
Tot Opr Expenses Rev And Expnss36565TotOprExpensesRevAndExpnss
Tot Opr Expenses Net Invst Incm36565TotOprExpensesNetInvstIncm
Tot Opr Expenses Dsbrs Chrtbl Prps0TotOprExpensesDsbrsChrtblPrps
Contri Gifts Paid Rev And Expnss309251ContriGiftsPaidRevAndExpnss
Contri Gifts Paid Dsbrs Chrtbl Prps309251ContriGiftsPaidDsbrsChrtblPrps
Total Expenses Rev And Expnss345816TotalExpensesRevAndExpnss
Total Expenses Net Invst Incm36565TotalExpensesNetInvstIncm
Total Expenses Dsbrs Chrtbl Prps309251TotalExpensesDsbrsChrtblPrps
Excess Of Revenue Over Expenses890578ExcessOfRevenueOverExpenses
Net Investment Income210079NetInvestmentIncome

Balance Sheets BalanceSheets

FieldValueIRS element (for citing)
Savings And Temp Cash Invst BOY266635SavingsAndTempCashInvstBOY
Savings And Temp Cash Invst EOY212195SavingsAndTempCashInvstEOY
Savings And Temp Cash Invst EOYFMV212195SavingsAndTempCashInvstEOYFMV
Investments Other BOY4849237InvestmentsOtherBOY
Investments Other EOY5794255InvestmentsOtherEOY
Investments Other EOYFMV5874997InvestmentsOtherEOYFMV
Total Assets BOY5115872TotalAssetsBOY
Total Assets EOY6006450TotalAssetsEOY
Total Assets EOYFMV6087192TotalAssetsEOYFMV
Total Liabilities BOY0TotalLiabilitiesBOY
Total Liabilities EOY0TotalLiabilitiesEOY
Org That Do Not Follow SFAS117XOrgThatDoNotFollowSFAS117
Capital Stock BOY0CapitalStockBOY
Capital Stock EOY0CapitalStockEOY
Paid In Or Capital Surplus BOY0PaidInOrCapitalSurplusBOY
Paid In Or Capital Surplus EOY0PaidInOrCapitalSurplusEOY
Retained Earnings BOY5115872RetainedEarningsBOY
Retained Earnings EOY6006450RetainedEarningsEOY
Total Net Assets BOY5115872TotalNetAssetsBOY
Total Net Assets EOY6006450TotalNetAssetsEOY
Total Liabilities Net Assets BOY5115872TotalLiabilitiesNetAssetsBOY
Total Liabilities Net Assets EOY6006450TotalLiabilitiesNetAssetsEOY

Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances

FieldValueIRS element (for citing)
Total Net Assets Fund Balances BOY5115872TotalNetAssetsFundBalancesBOY
Excess Of Revenue Over Expenses890578ExcessOfRevenueOverExpenses
Other Increases0OtherIncreases
Subtotal6006450Subtotal
Other Decreases0OtherDecreases
Total Net Assets Fund Balances EOY6006450TotalNetAssetsFundBalancesEOY

Capital Gains And Losses CapitalGainsAndLosses

Capital Gains And Losses Info CapitalGainsAndLossesInfo (5 entries)

Description Of AssetDescriptionOfAssetDate SoldDateSoldGross Sales PriceGrossSalesPriceCost Or Other BasisCostOrOtherBasisGain Or LossGainOrLossGains Minus Excess Or LossesGainsMinusExcessOrLossesHow AcquiredHowAcquired
2487 SH PIMCO TOTAL RTN FD2012-11-302889628214682682
23331 SH PIMCO TOTAL RTN FD2012-11-302710792590661201312013P
155 SH PIMCO FOREIGN BD FD2012-11-301782178200P
8563 SH PIMCO FOREIGN BD FD2012-11-309819398450-257-257P
CAPITAL GAINS DIVIDENDS502855028550285P
FieldValueIRS element (for citing)
Capital Gain Net Income62723CapitalGainNetIncome

Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax

FieldValueIRS element (for citing)
Liable For4942 Tax0LiableFor4942Tax
Qualifying Distributions Year1219729QualifyingDistributionsYear1
Noncharitable Assets Year13104217NoncharitableAssetsYear1
Distribution Ratio Year10.070784DistributionRatioYear1
Total Distribution Ratio0.070784TotalDistributionRatio
Average Distribution Ratio0.070784AverageDistributionRatio
Net Noncharitable Assets5024558NetNoncharitableAssets
Adjusted Noncharitable Assets355658AdjustedNoncharitableAssets
One Percent Net Investment Income2101OnePercentNetInvestmentIncome
Adj Nonchrtbl Assets And One357759AdjNonchrtblAssetsAndOnePct
Qualifying Distributions309251QualifyingDistributions

Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm

FieldValueIRS element (for citing)
Investment Income Excise Tax4202InvestmentIncomeExciseTax
Tax Under Section5110TaxUnderSection511
Subtotal4202Subtotal
Subtitle A Tax0SubtitleATax
Tax Based On Investment Income4202TaxBasedOnInvestmentIncome
Est Tax Payments And Overpayment2400EstTaxPaymentsAndOverpayment
Tax Paid With Extension2600TaxPaidWithExtension
Total Credits And Payments5000TotalCreditsAndPayments
Penalty For Underpayment4PenaltyForUnderpayment
Overpayment794Overpayment
Amount Credited To Next Year794AmountCreditedToNextYear
Amount To Be Refunded0AmountToBeRefunded

Statements Regarding Activities StatementsRegardingActivities

FieldValueIRS element (for citing)
Legislative Political Activities0LegislativePoliticalActivities
More Than100 Spent0MoreThan100Spent
Form1120 POL Filed0Form1120POLFiled
Sect4955 Tax On Organization0Sect4955TaxOnOrganization
Sect4955 Tax On Managers0Sect4955TaxOnManagers
Reimbursement Of Tax0ReimbursementOfTax
Activities Not Prev Reported0ActivitiesNotPrevReported
Changes To Articles Or Bylaws0ChangesToArticlesOrBylaws
Unrelated Bus Income Over10000UnrelatedBusIncomeOver1000
Termination Etc0TerminationEtc
Requirements Of Sect508e1RequirementsOfSect508e
At Least5000 In Assets1AtLeast5000InAssets
States Filed WithCAStatesFiledWith
Form990 PF Filed With AG1Form990PFFiledWithAG
Private Operating Foundation0PrivateOperatingFoundation
New Substantial Contributors1NewSubstantialContributors
Interest In Controlled Entity0InterestInControlledEntity
Applicable Insurance Contract0ApplicableInsuranceContract
Comply With Public Inspection Rqr1ComplyWithPublicInspectionRqr
Website AddressN/AWebsiteAddress
Books In Care Of Person NameFLEKMAN BAREN COMPANYBooksInCareOfPersonName
Books In Care Of Phone Number3102745847BooksInCareOfPhoneNumber

Books In Care Of US Address BooksInCareOfUSAddress

FieldValueIRS element (for citing)
Address Line19171 WILSHIRE BLVD 400AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90210ZIPCode
FieldValueIRS element (for citing)
Foreign Bank0ForeignBank

Statements Regarding Acty4720 StatementsRegardingActy4720

FieldValueIRS element (for citing)
Sale Or Exchange With Dsqfly Person0SaleOrExchangeWithDsqflyPerson
Borrow Or Lend With Dsqfly Person0BorrowOrLendWithDsqflyPerson
Furnished Goods With Dsqfly Person0FurnishedGoodsWithDsqflyPerson
Pay Compensation To Dsqfly Person0PayCompensationToDsqflyPerson
Transfer Assets To Dsqfly Person0TransferAssetsToDsqflyPerson
Payment To Government Offical0PaymentToGovernmentOffical
Uncorrected Prior Acts0UncorrectedPriorActs
Undistributed Income Prior Years0UndistributedIncomePriorYears
Business Holdings0BusinessHoldings
Jeopardy Investments0JeopardyInvestments
Uncorrected Jeopardy Investments0UncorrectedJeopardyInvestments
Influence Legislation0InfluenceLegislation
Influence Election0InfluenceElection
Grants To Individuals0GrantsToIndividuals
Grants To Organizations0GrantsToOrganizations
Noncharitable Purpose0NoncharitablePurpose
Rcv Funds To Pay Prsnl Bnft Contract0RcvFundsToPayPrsnlBnftContract
Pay Premiums Prsnl Bnft Contract0PayPremiumsPrsnlBnftContract
Prohibited Tax Shelter Transactn0ProhibitedTaxShelterTransactn

Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo

Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (4 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeTitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
JAMES BURROWS
9171 WILSHIRE BLVD 400BEVERLY HILLSCA90210CO-TRUSTEE5.00000
DEBORAH BURROWS
9171 WILSHIRE BLVD 400BEVERLY HILLSCA90210CO-TRUSTEE5.00000
MANNY FLEKMAN
9171 WILSHIRE BLVD 400BEVERLY HILLSCA90210CO-TRUSTEE0.00000
CHARLES BAREN
9171 WILSHIRE BLVD 400BEVERLY HILLSCA90210CO-TRUSTEE0.00000
FieldValueIRS element (for citing)
Comp Of Highest Paid Empl NONENONECompOfHighestPaidEmplNONE
Tot Number Of Oth Empl Paid Over50k0TotNumberOfOthEmplPaidOver50k
Comp Of Hghst Paid Cntrct NONENONECompOfHghstPaidCntrctNONE
Tot Number Of Cntrct Paid Over50k0TotNumberOfCntrctPaidOver50k

Sum Of Program Related Investments SumOfProgramRelatedInvestments

FieldValueIRS element (for citing)
Total0Total

Minimum Investment Return MinimumInvestmentReturn

FieldValueIRS element (for citing)
Avg Monthly FMV Of Securities4969573AvgMonthlyFMVOfSecurities
Avg Monthly Cash Balances131501AvgMonthlyCashBalances
FMV All Other Noncharitable Assets0FMVAllOtherNoncharitableAssets
Total FMV Of Unused Assets5101074TotalFMVOfUnusedAssets
Reduction Claimed0ReductionClaimed
Acquisition Indebtedness0AcquisitionIndebtedness
Adj Total FMV Of Unused Assets5101074AdjTotalFMVOfUnusedAssets
Cash Deemed Charitable76516CashDeemedCharitable
Net Noncharitable Assets5024558NetNoncharitableAssets
Minimum Investment Return251228MinimumInvestmentReturn

Distributable DistributableAmount

FieldValueIRS element (for citing)
Minimum Investment Return251228MinimumInvestmentReturn
Tax Based On Investment Income4202TaxBasedOnInvestmentIncome
Total Tax4202TotalTax
Distributable Amount Before Adj247026DistributableAmountBeforeAdj
Recoveries Qlfy Distributions0RecoveriesQlfyDistributions
Distributable Amount Before Ded247026DistributableAmountBeforeDed
Deduction Fr Distributable$0DeductionFrDistributableAmount
Distributable Amount As Adjusted247026DistributableAmountAsAdjusted

Qualifying Distributions QualifyingDistributions

FieldValueIRS element (for citing)
Expenses And Contributions309251ExpensesAndContributions
Program Related Investments Total0ProgramRelatedInvestmentsTotal
Qualifying Distributions309251QualifyingDistributions
One Pct Sect4940e Org Net Invst Incm0OnePctSect4940eOrgNetInvstIncm
Adj Qualifying Distributions309251AdjQualifyingDistributions

Undistributed Income UndistributedIncome

FieldValueIRS element (for citing)
Distributable Amount As Adjusted247026DistributableAmountAsAdjusted
Undistributed Income Prior Year0UndistributedIncomePriorYear
Total For Prior Years0TotalForPriorYears
Excess Distri Carryover Year1116581ExcessDistriCarryoverYear1
Total Excess Distri Carryover116581TotalExcessDistriCarryover
Qualifying Distributions309251QualifyingDistributions
Applied To Year10AppliedToYear1
Applied To Prior Years0AppliedToPriorYears
Treated As Distri From Corpus0TreatedAsDistriFromCorpus
Applied To Current Year247026AppliedToCurrentYear
Remaining Distri From Corpus62225RemainingDistriFromCorpus
Excess Distri Cyov App CY Corpus0ExcessDistriCyovAppCYCorpus
Excess Distri Cyov Applied CY0ExcessDistriCyovAppliedCY
Total Corpus178806TotalCorpus
Prior Year Undistributed Income0PriorYearUndistributedIncome
Prior Year Deficiency Or Tax0PriorYearDeficiencyOrTax
Taxable Amount10TaxableAmount1
Taxable Amount20TaxableAmount2
Undistributed Income CY0UndistributedIncomeCY
Distri From Corpus170b1 E Or4942g30DistriFromCorpus170b1EOr4942g3
Excess Distri Cyov From Year50ExcessDistriCyovFromYear5
Excess Distri Cyov To Next Year178806ExcessDistriCyovToNextYear
Excess From Year1116581ExcessFromYear1
Excess From Current Year62225ExcessFromCurrentYear

Supplementary Information SupplementaryInformation

FieldValueIRS element (for citing)
Contributing ManagerJAMES BURROWSContributingManager
Contributing ManagerDEBORAH BURROWSContributingManager

Appication Submission Info AppicationSubmissionInfo

FieldValueIRS element (for citing)
Recipient NameJAMES BURROWS CO FLEKMAN BAREN CORecipientName

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line19171 WILSHIRE BLVD 400AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90210ZIPCode
FieldValueIRS element (for citing)
Recipient Phone Number3102745847RecipientPhoneNumber
Form And Info And MaterialsNO SPECIFIC FORMFormAndInfoAndMaterials
Submission DeadlinesNO DEADLINESSubmissionDeadlines
Restrictions On AwardsNONERestrictionsOnAwards

Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (147 entries)

Address Line1RecipientUSAddress/AddressLine1CityRecipientUSAddress/CityStateRecipientUSAddress/StateZIP CodeRecipientUSAddress/ZIPCodeRecipient RelationshipRecipientRelationshipRecipient Foundation StatusRecipientFoundationStatusPurpose Of Grant Or ContributionPurposeOfGrantOrContributionAmountAmount
A PLACE CALLED HOME
2830 SOUTH CENTRAL AVENUELOS ANGELESCA90011N/APUBLICGENERAL$250
ACT-SOA LAKE STEWARD FUND
PO BOX 1235LAKE PLACIDNY12946N/APUBLICGENERAL$500
ADIRONDACK COUNCIL
103 HAND AVE 3ELIZABETHTOWNNY12932N/APUBLICGENERAL$500
ADIRONDACK ARCHITECTURAL HERITAGE
1745 MAIN STKEESEVILLENY12944N/APUBLICGENERAL$250
AID FOR AIDS
825 COLORADO BLVD STE 100LOS ANGELESCA90041N/APUBLICGENERAL$250
ALZHEIMER'S ASSOCIATION
225 N MICHIGAN AVE FL 17CHICAGOIL60601N/APUBLICGENERAL$47,000
AMERICAN BRAIN TUMOR ASSOCIATION
8550 W BRYN MAWR AVE STE 550CHICAGOIL60631N/APUBLICGENERAL$250
AMERICAN CANCER SOCIETY
1710 WEBSTER STOAKLANDCA94612N/APUBLICGENERAL$1,000
AMERICAN DIABETES ASSOCIATION
1701 N BEAUREGARD STALEXANDRIAVA22311N/APUBLICGENERAL$250
AMERICAN FILM INSTITUTE
2021 N WESTERN AVELOS ANGELESCA90027N/APUBLICGENERAL$250
AMERICAN HEART ASSOCIATION
7272 GREENVILL AVEDALLASTX75231N/APUBLICGENERALGENERAL$1,000
AMERICAN INSTITUTE FOR CANCER RESEARCH
1759 R STREET NWWASHINGTONDC20009N/APUBLICGENERAL$250
AMERICAN KIDNEY FUND
11921 ROCKVILLE PIKE STE 300ROCKVILLEMD20852N/APUBLICGENERAL$250
AMERICAN MUSEUM OF NATURAL HISTORY
CENTRAL PARK WEST AT 79TH STNEW YORKNY100245192N/APUBLICGENERAL$168
ANGELS AT RISK
115 BARRINGTON WALKLOS ANGELESCA90049N/APUBLICGENERAL$500
AMERICAN PARKINSON DISEASE ASSOCIATION
135 PARKINSON AVESTATEN ISLANDNY10305N/APUBLICGENERAL$500
AIDS PROJECT LOS ANGELES
611 SOUTH KINGSLEY DRIVELOS ANGELESCA90005N/APUBLICGENERAL$1,000
ART INSTITUTE OF CHICAGO
111 S MICHIGAN AVECHICAGOIL60603N/APUBLICGENERAL$175
THE ACTORS FUND OF AMERICA
729 SEVENTH AVE 10TH FLNEW YORKNY10019N/APUBLICGENERAL$500
THE ALS FOUNDATION
1275 K ST NW STE 1050WASHINGTONDC20005N/APUBLICGENERAL$750
THE ARTHRITIS FOUNDATION
800 W 6TH ST STE 1250LOS ANGELESCA90017N/APUBLICGENERAL$250
THE ALLIANCE FOR CHILDREN'S RIGHTS
3333 WILSHIRE BLVD STE 550LOS ANGELESCA90010N/APUBLICGENERAL$1,000
BABY2BABY
6435 WILSHIRE BLVDLOS ANGELESCA90048N/APUBLICGENERAL$250
BROADWAY CARES EQUITY FIGHTS AIDS
165 WEST 46TH 1300NEW YORKNY10036N/APUBLICGENERAL$1,250
BEST FRIENDS ANIMAL SOCIETY
5001 ANGEL CANYON ROADKANABUT84741N/APUBLICGENERAL$250
BEVERLY HILLS POLICE OFFICERS ASSOCIATION
9663 SANTA MONICA BLVD STE 786BEVERLY HILLSCA90210N/APUBLICGENERAL$275
CAMP MAX STRAUS
6505 WILSHIRE BLVDLOS ANGELESCA90048N/APUBLICGENERAL$2,500
CANCER SUPPORT COMMUNITY - BENJAMIN CENTER
1990 S BUNDY DR STE 100LOS ANGELESCA90025N/APUBLICGENERAL$500
CARE
2237 COLBY AVELOS ANGELESCA90064N/APUBLICGENERAL$250
CEDARS-SINAI MEDICAL CENTER
8700 BEVERLY BLVD STE 2416LOS ANGELESCA90048N/APUBLICGENERAL$500
CENTER THEATRE GROUP
601 WEST TEMPLE STLOS ANGELESCA90012N/APUBLICGENERAL$235
CHILDREN OF THE NIGHT
14530 SYLVAN STREETVAN NUYSCA91411N/APUBLICGENERAL$250
CHILDREN'S HOSPITAL LOS ANGELES
4650 SUNSET BLVD 29LOS ANGELESCA90027N/APUBLICGENERAL$20,000
CHRISTOPHER & DANA REEVE FOUNDATION
636 MORRIS TURNPIKE SUITE 3ASHORT HILLSNJ07078N/APUBLICGENERAL$250
CLARE FOUNDATION
909 PICO BLVDSANTA MONICACA90405N/APUBLICGENERAL$5,000
SUSTAINABLE WORKS
1744 PEARL STSANTA MONICACA90405N/APUBLICGENERAL$500
CYSTIC FIBROSIS FOUNDATION
6931 ARLINGTON RDBETHSEDAMD20814N/APUBLICGENERAL$250
THE CALVARY FUND
1740 EASTCHESTER ROADBRONXNY10461N/APUBLICGENERAL$2,500
THE CONOR LYNCH FOUNDATION
14111 SHERMAN WAYVAN NUYSCA91405N/APUBLICGENERAL$1,000
DAMON RUNYON CANCER RESEARCH FOUNDATION
55 BROADWAY STE 302NEW YORKNY10006N/APUBLICGENERAL$500
DGA FOUNDATION
7920 SUNSET BOULEVARDLOS ANGELESCA90046N/APUBLICGENERAL$150
DIA ART FOUNDATION
535 WEST 22ND STREETNEW YORKNY10011N/APUBLICGENERAL$100
DIRECTORS GUILD FOUNDATION
7920 SUNSET BOULEVARDLOS ANGELESCA90046N/APUBLICGENERAL$1,000
THE DESI GEESTMAN FOUNDATION
2708 FOOTHILL BLVD STE 133LA CRESCENTACA91214N/APUBLICGENERAL$250
EASTER SEALS
233 S WACKER DR STE 2400CHICAGOIL60606N/APUBLICGENERAL$250
ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION
1140 CONNECTICUT AVE NW STE 200WASHINGTONDC20036N/APUBLICGENERAL$23,500
EPILEPSY FOUNDATION
8301 PROFESSIONAL PLACELANDOVERMD20785N/APUBLICGENERAL$250
FRIENDS OF THE SABAN FREE CLINIC
8405 BEVERLY BLVDLOS ANGELESCA90048N/APUBLICGENERAL$14,000
FULFILLMENT FUND
6100 WILSHIRE BLVD STE 600LOS ANGELESCA90048N/APUBLICGENERAL$1,000
GREEN WORLD CAMPAIGN
20178 ROCKPORT WAYMALIBUCA90265N/APUBLICGENERAL$5
GEORGIA O'KEEFFE MUSEUM
217 JOHNSON STSANTA FENM85701N/APUBLICGENERAL$80
THE GABRIELLA FOUNDATION
639 S COMMONWEALTH AVE STE BLOS ANGELESCA90051N/APUBLICGENERAL$1,000
THE GLAUCOMA FOUNDATION
80 MAIDEN LANE STE 700NEW YORKNY10038N/APUBLICGENERAL$250
HAMMER MUSEUM
10899 WILSHIRE BLVDLOS ANGELESCA90024N/APUBLICGENERAL$125
HEIFER INTERNATIONAL
1 WORLD AVELITTLE ROCKAR72202N/APUBLICGENERAL$500
HIGH MUSEUM OF ART
1280 PEACHTREE ST NEATLANTAGA30309N/APUBLICGENERAL$150
HOBY
31255 CEDAR VALLEY DR STE 327WESTLAKE VILLAGECA91362N/APUBLICGENERAL$750
HOLLYWOOD ARTS COUNCIL
6671 SUNSET BLVDLOS ANGELESCA90028N/APUBLICGENERAL$9,650
HOLLYWOOD CHARITY HORSE SHOW
12750 VENTURA BLVD STE 101STUDIO CITYCA91604N/APUBLICGENERAL$1,000
HORSES IN THE HOOD
PO BOX 573249TARZANACA91357N/APUBLICGENERAL$250
HUDSON GUILD
441 WEST 26TH STREETNEW YORKNY10001N/APUBLICGENERAL$500
HUMAN RIGHTS CAMPAIGN
1640 RHODE ISLAND AVE NWWASHINGTONDC20036N/APUBLICGENERAL$500
JDRF
800 W 6TH ST STE 1250LOS ANGELESCA90017N/APUBLICGENERAL$250
JEWISH HEALING & HOSPICE CENTER OF LOS ANGELES
10573 WEST PICO BLVD STE 850LOS ANGELESCA90064N/APUBLICGENERAL$250
THE JEWISH FEDERATION
6505 WILSHIRE BLVD STE 1000LOS ANGELESCA90048N/APUBLICGENERAL$1,000
KECK SCHOOL OF MEDICINE OF USC
PO BOX 77902LOS ANGELESCA90099N/APUBLICGENERAL$250
LA GAY & LESBIAN CENTER
1625 SCHRADER BLVDLOS ANGELESCA90028N/APUBLICGENERAL$1,000
LA GOAL
4911 OVERLAND AVECULVER CITYCA90230N/APUBLICGENERAL$500
LA OPERA COMPANY
135 NORTH GRAND AVELOS ANGELESCA90012N/APUBLICGENERAL$1,018
LOS ANGELES COUNTY MUSEUM OF ART
5905 WILSHIRE BLVDLOS ANGELESCA90036N/APUBLICGENERAL$2,055
LAKE PLACID CENTER FOR THE ARTS
17 ALGONQUIN DRLAKE PLACIDNY12946N/APUBLICGENERAL$500
LOS ANGELES MISSION
303 E 5TH STREETLOS ANGELESCA90013N/APUBLICGENERAL$250
LOS ANGELES PHILHARMONIC
151 SOUTH GRAND AVELOS ANGELESCA90012N/APUBLICGENERAL$390
LOS ANGELES UNITED METHODIST URBAN FOUNDATION
714 W OLYMPIC BLVD STE 922LOS ANGELESCA90015N/APUBLICGENERAL$250
LUPUS FOUNDATION OF AMERICA
400 CORPORATE POINT STE 300CULVER CITYCA90230N/APUBLICGENERAL$250
THE LEUKEMIA & LYMPHOMA SOCIETY
6033 WEST CENTURY BLVDLOS ANGELESCA90045N/APUBLICGENERAL$250
MACULAR DEGENERATION RESEARCH
22512 GATEWAY CENTER DRCLARKSBURGMD20871N/APUBLICGENERAL$250
MOTHERS AGAINST DRUNK DRIVING
5757 W CENTURY BLVDLOS ANGELESCA90045N/APUBLICGENERAL$250
MAKE A WISH FOUNDATION
4742 N 24TH STREET STE 400PHOENIXAZ85016N/APUBLICGENERAL$250
MARCH OF DIMES
1275 MAMARONECK AVEWHITE PLAINSNY10605N/APUBLICGENERAL$500
MASSACHUSETTS GENERAL HOSPITAL
165 CAMBRIDGE STREET STE 600BOSTONMA02114N/APUBLICGENERAL$2,000
MCASD
700 PROSPECT STLA JOLLACA920374291N/APUBLICGENERAL$130
MEALS ON WHEELS WEST
PO BOX 2508CINCINNATIOH45201N/APUBLICGENERAL$400
MEMORIAL SLOAN-KETTERING CANCER CENTER
1275 K ST NW STE 1050NEW YORKNY10065N/APUBLICGENERAL$250
MOTION PICTURE & TELEVISION FUND
23388 MULHOLLAND DR 220WOODLAND HILLSCA91364N/APUBLICGENERAL$1,000
MUSIC CENTER
135 NORTH GRAND AVELOS ANGELESNY90012N/APUBLICGENERAL$3,800
THE MAPLE COUNSELING CENTER
9107 WILSHIRE BLVD LOWER LVLBEVERLY HILLSCA90210N/APUBLICGENERAL$250
THE METROPOLITAN MUSEUM OF ART
1000 5TH AVENEW YORKNY10028N/APUBLICGENERAL$46
THE MICHAEL J FOX FOUNDATION
GRAND CENTRAL STNEW YORKNY10163N/APUBLICGENERAL$250
THE MUSEUM OF CONTEMPORARY ART
250 SOUTH GRAND AVELOS ANGELESCA90012N/APUBLICGENERAL$4,285
THE MUSEUM OF MODERN ART
11 WEST 53 STNEW YORKNY10019N/APUBLICGENERAL$500
NATIONAL BREAST CANCER COALITION
1101 17TH STREET NW STE 1300WASHINGTONDC20036N/APUBLICGENERAL$250
NATIONAL MULTIPLE SCLEROSIS SOCIETY
2440 S SEPULVEDA BLVD STE 11LOS ANGELESCA90064N/APUBLICGENERAL$1,000
NATIONAL TOURETTE SYNDROME ASSOCIATION
42-40 BELL BLVDBAYSIDENY11361N/APUBLICGENERAL$250
NBCC FUND
1101 17TH STREET NW STE 1300WASHINGTONDC20036N/APUBLICGENERAL$6,390
NEIL BROURMAN ALS RESEARCH FUND
1275 K ST NW STE 1050WASHINGTONDC20005N/APUBLICGENERAL$250
NEW YORK PHILHARMONIC
10 LINCOLN SQUARE 132NEW YORKNY10023N/APUBLICGENERAL$500
NEVADA YOUTH SKI EDUCATION FOUNDATION
PO BOX 300WILMINGTONNY12997N/APUBLICGENERAL$200
NYU TISCH SCHOOL OF THE ARTS
25 W FOURTH ST 4TH FLNEW YORKNY10012N/APUBLICGENERAL$2,500
THE NATIONAL DOWN SYNDROME SOCIETY
666 BROADWAYNEW YORKNY10012N/APUBLICGENERAL$250
THE NATIONAL FOUNDATION FOR CANCER RESEARCH
4600 EAST WEST HIGHWAY STE 5BETHSEDAMD20814N/APUBLICGENERAL$500
THE NEW YORK STEM CELL FOUNDATION
1995 BROADWAY STE 600NEW YORKNY10023N/APUBLICGENERAL$500
OBERLIN COLLEGE
50 WEST LORAIN STREETOBERLINOH44074N/APUBLICGENERAL$50,500
ORANGE COUNTY MUSEUM OF ART
850 SAN CLEMENTE DRNEWPORT BEACHCA92660N/APUBLICGENERAL$100
PANCREATIC CANCER ACTION NETWORK
1500 ROSECRANS AVE STE 200MANHATTAN BCHCA90266N/APUBLICGENERAL$250
PARKINSON'S DISEASE FOUNDATION
1359 BROADWAY STE 1509NEW YORKNY10018N/APUBLICGENERAL$250
PLACID LAKE FOUNDATION
PO BOX 1250LAKE PLACIDNY12946N/APUBLICGENERAL$5,000
PROJECT ALS
3960 BROADWAY STE 420NEW YORKNY10032N/APUBLICGENERAL$250
PROJECT ANGEL FOOD
922 VINE STREETLOS ANGELESNY90038N/APUBLICGENERAL$250
PROSTRATE CANCER FOUNDATION
1250 FOURTH STREETSANTA MONICACA90401N/APUBLICGENERAL$900
ROCK & ROLL HALL OF FAME MUSEUM
1100 ROCK AND ROLL BLVDCLEVELANDOH44114N/APUBLICGENERAL$50
THE RAPE FOUNDATION
1223 WILSHIRE BLVD 410SANTA MONICACA90403N/APUBLICGENERAL$1,000
SAVE THE CHILDREN
54 WILTON ROADWESTPORTCT06880N/APUBLICGENERAL$250
SCLERODERMA RESEARCH FOUNDATION
220 MONTOMERY ST STE 1411SAN FRANCISCOCA94104N/APUBLICGENERAL$250
SHIPMAN YOUTH CENTER OF LAKE PLACID
8 CUMMINS RD BOX 1122LAKE PLACIDNY12946N/APUBLICGENERAL$500
SMILE TRAIN
41 MADISON AVE 28TH FLNEW YORKNY10010N/APUBLICGENERAL$250
SMU OFFICE OF PARENT GIVING
PO BOX 750305DALLASTX75275N/APUBLICGENERAL$10,000
SOLOMON R GUGGENHEIM FOUNDATION
1071 FIFTH AVENEW YORKNY10128N/APUBLICGENERAL$215
STAGE DIRECTORS & CHOREOGRAPHERS FDTN INC
1501 BROADWAY STE 1701NEW YORKNY10036N/APUBLICGENERAL$500
SUSAN G KOMEN FOR THE CURE
5005 LBJ FREEWAY STE 250DALLASTX75244N/APUBLICGENERAL$250
THE SADS FOUNDATION
508 E SOUTH TEMPLE STE 202SALT LAKE CITYUT84102N/APUBLICGENERAL$250
THE SALVATION ARMY
906 FRANSISCO STLOS ANGELESCA90015N/APUBLICGENERAL$250
THEATRE BREAKING THROUGH BARRIERS
306 WEST 18TH ST 3ANEW YORKNY10001N/APUBLICGENERAL$500
TOWN OF NORTH ELBA
2693 MAIN ST STE 207LAKE PLACIDNY12946N/APUBLICGENERAL$25,000
THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM
100 RAOUL WALLENBERG PL SWWASHINGTONDC20024N/APUBLICGENERAL$150
UCLA DEPARTMENT OF NEUROSURGERY
10920 WILSHIRE BLVD STE 1400LOS ANGELESCA90024N/APUBLICGENERAL$250
UCLA FOUNDATION
10920 WILSHIRE BLVD STE 1400LOS ANGELESCA90024N/APUBLICGENERAL$10,250
UCP WHEELS FOR HUMANITY
12750 RAYMER ST UNIT 4NORTH HOLLYWOODCA91605N/APUBLICGENERAL$250
UNION RESCUE MISSION
545 S SAN PEDRO STLOS ANGELESCA90013N/APUBLICGENERAL$250
USC CAMM
1975 ZONAL AVE KAM 300LOS ANGELESCA90089N/APUBLICGENERAL$5,000
USC NORRIS
UNIVERSITY PARKLOS ANGELESCA90089N/APUBLICGENERAL$500
VALLEY FOOD BANK
PO BOX 8073VAN NUYSCA91409N/APUBLICGENERAL$500
WE SPARK INC
13520 VENTURA BLVDSHERMAN OAKSCA91423N/APUBLICGENERAL$250
WEST COAST JEWISH THEATRE
PO BOX 1723STUDIO CITYCA91614N/APUBLICGENERAL$500
WESTSIDE FOOD BANK
1710 22ND STSANTA MONICACA90404N/APUBLICGENERAL$250
WHITNEY MUSEUM OF AMERICAN ART
945 MADISON AVE AT 75TH STNEW YORKNY10021N/APUBLICGENERAL$205
YALE ALUMNI MAGAZINE
PO BOX 1905NEW HAVENCT065091905N/APUBLICGENERAL$45
YALE UNIVERSITY
PO BOX 208244NEW HAVENCT065208244N/APUBLICGENERAL$5,000
WILLIAMSTOWN THEATRE
PO BOX 517WILLIAMSTOWNMA01267N/APUBLICGENERAL$500
WILLIAMS COLLEGE
75 PARK STWILLIAMSTOWNMA01267N/APUBLICGENERAL$500
VISTA DEL MAR CHILD & FAMILY SERVICES
3200 MOTOR AVELOS ANGELESCA90034N/APUBLICGENERAL$2,459
UNITED STATES OLYMPIC COMMITTEE
27 SOUTH TEJONCOLORADO SPRINGSCO80903N/APUBLICGENERAL$200
UNITED CEREBRAL PALSY
1825 K STREET NWWASHINGTONDC20006N/APUBLICGENERAL$250
THE UNUSUAL SUSPECTS
617 S OLIVE ST STE 812LOS ANGELESCA90014N/APUBLICGENERAL$1,000
TELSHE YESHIVA
28400 EUCLID AVEWICKLIFFEOH44092N/APUBLICGENERAL$100
TEEN LINE
PO BOX 48750LOS ANGELESCA90048N/APUBLICGENERAL$500
SPECIAL OLYMPICS
1133 19TH ST NWWASHINGTONDC20036N/APUBLICGENERAL$250
FieldValueIRS element (for citing)
Tot Grant Or Contri Paid During Year309251TotGrantOrContriPaidDuringYear
Tot Grant Or Contri Approved Future0TotGrantOrContriApprovedFuture

Analysis Income Producing Acty AnalysisIncomeProducingActy

Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$183,921ExclusionAmount

Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry

FieldValueIRS element (for citing)
Exclusion Code14ExclusionCode
Exclusion$50,285ExclusionAmount
Related Or Exempt Function Income12438RelatedOrExemptFunctionIncome

Subtotals Part XVIA SubtotalsPartXVIA

FieldValueIRS element (for citing)
Unrelated Business Income$0UnrelatedBusinessIncomeAmount
Exclusion$234,206ExclusionAmount
Related Or Exempt Function Income12438RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Part XVIA246644TotalPartXVIA

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps

Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps (2 entries)

Line NumberLineNumberRelationship StatementRelationshipStatement
4INVESTMENTS HELD FOR INTEREST & DIVIDEND INCOME
8SECURITIES SOLD

Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO

FieldValueIRS element (for citing)
Trnsfr Of Cash To Noncharitable EO0TrnsfrOfCashToNoncharitableEO
Trnsfr Oth Assets Noncharitable EO0TrnsfrOthAssetsNoncharitableEO
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssets
Purchase Assets Noncharitable EO0PurchaseAssetsNoncharitableEO
Rental Of Facilities Etc0RentalOfFacilitiesEtc
Reimbursement Arrangements0ReimbursementArrangements
Loans Or Loan Guarantees0LoansOrLoanGuarantees
Performance Of Services Etc0PerformanceOfServicesEtc
Sharing Of Facilities Etc0SharingOfFacilitiesEtc
Relationships Noncharitable E Os0RelationshipsNoncharitableEOs

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFXOrganization501c3ExemptPF
General RuleXGeneralRule

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor Number1ContributorNumber
Contributor Name IndividualJAMES AND DEBORAH BURROWSContributorNameIndividual

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line19171 WILSHIRE BLVD SUITE 400AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90201ZIPCode
FieldValueIRS element (for citing)
Aggregate Contributions989750AggregateContributions
Person Contribution TypeXPersonContributionType

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees AccountingFees

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategory
Amount$7,500Amount
Net Investment Income7500NetInvestmentIncome
Disbursements Charitable Prps0DisbursementsCharitablePrps

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOther (10 entries)

Category Or ItemCategoryOrItemListed At Cost Or FMVListedAtCostOrFMVBook ValueBookValueEOYFMVEOYFMV
PIMCO TOTAL RETURN FUNDAT COST11885551200839
SCHWAB FUNDAMENTAL INTLAT COST660368628398
PIMCO REAL RETURN FUNDAT COST440449452245
PIMCO FOREIGN BOND FUNDAT COST624729613465
RIDGEWORTH SEIX HIGHAT COST535023550791
SCHWAB FUNDAMENTAL USAT COST544609507561
STEELPATH MLP ALPHA FUNDAT COST179011179156
SCHWAB FUNDAMENTAL USAT COST750666802818
VIRTUS EMERGING MARKET OPPORTUNITY FUNDAT COST370845402217
PINEHURST INSTITUTIONAL LTDAT COST500000537507

Other Expenses Schedule OtherExpensesSchedule

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionRevenue And Expenses Per BooksRevenueAndExpensesPerBooksNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
INVESTMENT EXPENSES22519225190
FILING FEES1501500

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor SubstantialContributor

FieldValueIRS element (for citing)
Person NameJAMES AND DEBORAH BURROWSPersonName

US Address USAddress

FieldValueIRS element (for citing)
Address Line19171 WILSHIRE BLVD 400AddressLine1
CityBEVERLY HILLSCity
StateCAState
ZIP Code90210ZIPCode

Taxes Schedule TaxesSchedule

Taxes Taxes (3 entries)

CategoryCategoryAmountAmountNet Investment IncomeNetInvestmentIncomeDisbursements Charitable PrpsDisbursementsCharitablePrps
FOREIGN TAXES$1,62916290
STATE TAX$10100
FEDERAL$4,75747570