Form 990, Part VI, Section B, Line 11B
“No review was or will be conducted.”
Siviq Scores
Scores are not available for this record yet.
Balance Sheet
Assets
Up$3,677,751
Up $223,366 (+6.5%) from 2023
Net Assets
Up$3,677,751
Up $223,366 (+6.5%) from 2023
Liabilities
Flat$0
Flat from 2023
Revenue And Expenses
Revenue
Down$188,503
Down $10,538 (-5.3%) from 2023
Expenses
Down$132,136
Down $264,698 (-67%) from 2023
Net Income
Up$56,367
Up $254,160 (+128%) from 2023
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Aug 1, 2023 to Jul 31, 2024
- Signed
- Jan 27, 2025
- Return Version
- 2023v6.0
- Gross Receipts
- $472,104
Mission and Program Overview
Mission
To support and further research in improving human health and welfare
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $3,330,257 | $3,327,199 | ▼ $3,058 |
| Rtn Earn Endowment Incm Other Fnds | $2,100,566 | $2,323,932 | ▲ $223,366 |
| Cap Stk Tr Prin Current Funds | $1,353,819 | $1,353,819 | → $0 |
| Cash and Non-Interest-Bearing Accounts | $124,128 | $350,552 | ▲ $226,424 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Prepaid Expenses and Deferred Charges | - | $0 | - |
| Total Assets | $3,454,385 | $3,677,751 | ▲ $223,366 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $3,454,385 | $3,677,751 | ▲ $223,366 |
| Total Liabilities and Net Assets / Fund Balance | $3,454,385 | $3,677,751 | ▲ $223,366 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Andrea Cracchiolo MD | Trustee |
| Mark S Litwin MD | Trustee |
| OJoe Hines MD | Trustee/Pres. |
| David R McAllister MD | Trustee/Tres/Se |
| Langston T Holly MD | Trustee/VP |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $77,000
- Program Service Revenue
- $0
- Investment Income
- $111,503
- Other Revenue
- $0
- All Other Contributions
- $77,000
- Change in Net Assets
- $56,367
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Grants and Similar Amounts Paid | $82,489 |
| Other Expenses | $49,647 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Grants to Domestic Orgs | $57,507 | - | - | $57,507 |
| Fees for Service Investment Mgmnt Fees | - | $38,365 | - | $38,365 |
| Grants to Domestic Individuals | $24,982 | - | - | $24,982 |
| Conferences and Meetings | - | $5,679 | - | $5,679 |
| Fees for Services Accounting | - | $5,603 | - | $5,603 |
| Total Functional Expenses | $82,489 | $49,647 | $0 | $132,136 |
International Activity
Grant and Assistance Recipients
| Recipient | Location | Category | Purpose | Amount |
|---|---|---|---|---|
| The Regents of the Univ of CA | Los Angeles, CA | - | - | $57,507 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Lobbying activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Backup withholding compliance
- Yes
- Business relationship with 35% controlled entity
- No
- Business relationship with family members
- No
- Business relationship with organization members
- No
- Material changes to governing documents
- No
- Compensation from other sources disclosed
- No
- CEO compensation reviewed
- No
- Other officer compensation reviewed
- No
- Conflict-of-interest policy
- No
- Audited financial statements prepared
- No
- Key decisions subject to board approval
- No
- Management duties delegated
- No
Governance Explanations
Form 990, Part VI, Section C, Line 19
“No documents available to the public.”
Form 990, Part VI, Section A, Line 6:
“The Foundation has 5 members who are the trustees ("directors") and whose sole function is to elect the trustees annually”
Form 990, Part VI, Section B, line 11B
“The return is reviewed by the president, the board of trustees and by counsel before filing.”
Form 990, Part VI, Section C, Line 19
“Governing documents, policies and financial statements are made available to the public upon written request.”
Form 990, Part VII Contact Addresses for Officers, Directors , etc.
“Andrea Cracchiolo, M.D. - 15061 Corona Del Mar Pacific Palisades, CA 90272O. Joe Hines, M.D. - 4444 Dempsey Avenue Encino, CA 91436Langston T. Holly, M.D. - 15556 High Knoll Road Encino, CA 91436Mark S. Litwin, M.D. - 9152 Monte Mar Drive Los Angeles, CA 90035David R. McAllister,M.D. - 1136 Somera Road Los Angeles, CA 90077”
Form 990. Part VI, Section A, Line 7A:
“The Foundation has 5 members who are the trustees ("directors") and whose sole function is to elect the trustees annually”
Filing and Contact Details
Filer
- Filer Name
- Blalock Foundation
- EIN
- 95-2018113
- Phone
- 3108290282
- Address
- 5959 Topanga Canyon Blvd c/o AG 370, Woodland Hills, CA 91367
Signing Officer
- Name
- OJoe Hines MD
- Title
- President/Trustee
- Signed
- 2025-01-27
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- OJoe Hines MD
- Formed
- 1956
- Legal Domicile
- CA
- Voting Board Members
- 5
- Independent Board Members
- 5
- Employees
- 0
Preparer
- Firm
- Allegent Group LLP CPAs & Bus Advisors
- Address
- 5959 Topanga Canyon Blvd Ste 370, Woodland Hills, CA 91367
- Preparer
- Julie Widener CPA
- Phone
- 8187030807
Supplemental Narrative
Additional Explanations
Form 990, Part III, Line 4D
“OTHER PROGRAM SERVICES 4: Providing support through giving annual awards to surgical residents for thier exemplary works. Providing support to the Annual Neurosurgery and Urology Research grants, and providing honoraria to visiting professors.”
Form 990, Part III, Line 4D, Other Programs Service:
“Honoraria paid to visiting professors for presentation at medical symposia, attendance at medical conferences and departmental support to the UCLA Department of Neurosurgery”
Statement Note 1
“Part I, Line 2Surgical resident travel grants are verified by receipts and expense receipts filed with the foundationSurgical redient research grants recepients are required to present reports at a meeting of the Board of Trustees of the foundation and written reports at the conclusion of the grant summarizing progress made as a result of the resident's research and how the grants funds have been utilized. Copies of written reports are maintained in the Foundation's files.”
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| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 0 | Surgical resident travel grants |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 1 | Annual Research Grants |
| IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt | 2 | Honoraria paid to visiting professo |
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| IRS990ScheduleI/RecipientTable/RecipientEIN | 0 | 956006143 |
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| IRS990ScheduleI/RecipientTable/USAddress/CityNm | 0 | Los Angeles |
| IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990ScheduleI/RecipientTable/USAddress/ZIPCd | 0 | 90024 |
| IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc | 0 | Cash |
| IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt | 0 | Part II (1) (h)The surgical research grants to support scholarly work of surgical residents at UCLA Medical HospitalPart III, Line 1Surgical resident travel grants are verified by receipts and expense receipts filed with the foundationPart III, Line 3Surgical resident research grants recepients are required to present reports at a meeting of the Board of Trustees of the foundation and written reports at the conclusion of the grant summarizing progress made as a result of the resident's research and how the grants funds have been utilized. Copies of written reports are maintained in the Foundation's files. |
| IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Additional Supplemental Information |
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| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | OTHER PROGRAM SERVICES 4: Providing support through giving annual awards to surgical residents for thier exemplary works. Providing support to the Annual Neurosurgery and Urology Research grants, and providing honoraria to visiting professors. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | No review was or will be conducted. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | No documents available to the public. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Honoraria paid to visiting professors for presentation at medical symposia, attendance at medical conferences and departmental support to the UCLA Department of Neurosurgery |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | The Foundation has 5 members who are the trustees ("directors") and whose sole function is to elect the trustees annually |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | The return is reviewed by the president, the board of trustees and by counsel before filing. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | Governing documents, policies and financial statements are made available to the public upon written request. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | Andrea Cracchiolo, M.D. - 15061 Corona Del Mar Pacific Palisades, CA 90272O. Joe Hines, M.D. - 4444 Dempsey Avenue Encino, CA 91436Langston T. Holly, M.D. - 15556 High Knoll Road Encino, CA 91436Mark S. Litwin, M.D. - 9152 Monte Mar Drive Los Angeles, CA 90035David R. McAllister,M.D. - 1136 Somera Road Los Angeles, CA 90077 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | The Foundation has 5 members who are the trustees ("directors") and whose sole function is to elect the trustees annually |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 9 | Part I, Line 2Surgical resident travel grants are verified by receipts and expense receipts filed with the foundationSurgical redient research grants recepients are required to present reports at a meeting of the Board of Trustees of the foundation and written reports at the conclusion of the grant summarizing progress made as a result of the resident's research and how the grants funds have been utilized. Copies of written reports are maintained in the Foundation's files. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990, Part III, Line 4d |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990, Part VI, Section B, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990, Part III, Line 4D, Other Programs Service: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part VI, Section A, Line 6: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part VI, Section B, line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part VI, Section C, Line 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part VII Contact Addresses for Officers, Directors , etc. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990. Part VI, Section A, Line 7a: |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 9 | Statement Note 1 |
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| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
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| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | OJoe Hines MD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | President/Trustee |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-01-27 |
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| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Allegent Group LLP CPAs & Bus Advisors |
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| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Julie Widener CPA |
| ReturnHeader/ReturnTs | 0 | 2025-01-27T09:13:52-08:00 |
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| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-08-01 |
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| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $3,677,751
- Liabilities
- $0
- Net assets
- $3,677,751
- Revenue
- $188,503
- Expenses
- $132,136
- Net income
- $56,367