GORDON GENERATION FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
GORDON GENERATION FOUNDATION (EIN 27-1551844)
Tax period
2023-01-01 to 2023-12-31
Filed
2024-06-18
IRS object ID
202431709349101063
Schema version
2023v5.0
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)
Return2024-06-18T15:39:29-04:00ReturnTs
Tax Period End2023-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841003319PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IAN D GARDENSWARTZ & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVE 235AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2023-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271551844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GORDON GENERATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone3033883782PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVE SUITE 235AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH GORDONPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2024-06-18SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJUDITHPersonFirstNm
Person LastGORDONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICH L MERGPreparerPersonNm
PTINP01234092PTIN
Phone3033883782PhoneNum
Preparation2024-06-18PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$576,760FMVAssetsEOYAmt
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$981InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$981InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$13,553DividendsRevAndExpnssAmt
Dividends Net Invst Incm$13,553DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$585NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$65,000GrossSalesPriceAmt
Total Rev And Expnss$13,949TotalRevAndExpnssAmt
Total Net Invst Incm$14,534TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,450AccountingFeesNetInvstIncmAmt
Other Expenses Rev And Expnss$8OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$8OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$1,458TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$1,458TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$30,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$30,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$31,458TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$1,458TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$30,000TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$17,509ExcessRevenueOverExpensesAmt
Net Investment Income$13,076NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$35,937CashBOYAmt
Cash EOY$85,448CashEOYAmt
Cash EOYFMV$85,448CashEOYFMVAmt
Corporate Stock BOY$251,325CorporateStockBOYAmt
Corporate Stock EOY$251,325CorporateStockEOYAmt
Corporate Stock EOYFMV$491,312CorporateStockEOYFMVAmt
Corporate Bonds BOY$67,020CorporateBondsBOYAmt
Total Assets BOY$354,282TotalAssetsBOYAmt
Total Assets EOY$336,773TotalAssetsEOYAmt
Total Assets EOYFMV$576,760TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$354,282RetainedEarningBOYAmt
Retained Earning EOY$336,773RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$354,282TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$336,773TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$354,282TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$336,773TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$354,282TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$17,509ExcessRevenueOverExpensesAmt
Subtotal$336,773SubtotalAmt
Tot Net Ast Or Fund Balances EOY$336,773TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$182InvestmentIncomeExciseTaxAmt
Subtotal$182SubtotalAmt
Tax Based On Investment Income$182TaxBasedOnInvestmentIncomeAmt
Tax Due$182TaxDueAmt

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 SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
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 Line1IAN D GARDENSWARTZ & ASSOC PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3033883782PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVE 235AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
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
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)
PersonJUDITH GORDONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line171 LAKESHORE DRAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92604ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$519,152AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,692AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$579,844TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$579,844AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,698CashDeemedCharitableAmt
Net Vl Noncharitable Assets$571,146NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,557MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,557MinimumInvestmentReturnAmt
Tax Based On Investment Income$182TaxBasedOnInvestmentIncomeAmt
Total Tax$182TotalTaxAmt
Distributable Before Adj$28,375DistributableBeforeAdjAmt
Distributable Before Ded$28,375DistributableBeforeDedAmt
Distributable As Adjusted$28,375DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$30,000ExpensesAndContributionsAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$28,375DistributableAsAdjustedAmt
Undistributed Income PY$1,334UndistributedIncomePYAmt
Qualifying Distributions$30,000QualifyingDistributionsAmt
Applied To Year1$1,334AppliedToYear1Amt
Applied To Current Year$28,375AppliedToCurrentYearAmt
Remaining Distri From Corpus$291RemainingDistriFromCorpusAmt
Total Corpus$291TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$291ExcessDistriCyovToNextYrAmt
Excess From Current Year$291ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HARBORLITES CHORUS
56 GEORGETOWNIRVINECA92612NONEPUBLICCHARITY$1,165
JEWISH FEDERATION OF ORANGE COUNTY
1 FEDERATION WAYIRVINECA92064NONEPUBLICCHARITY$5,000SUITE 210
LAMBDA LEGAL
3325 WILSHIRE BLVD 1300LOS ANGELESCA90010NONEPUBLICCHARITY$2,000
LARADON TRAINING & RESIDENTIAL CTR
5100 LINCOLN STDENVERCO80216NONEPUBLICCHARITY$2,000
NATL JEWISH HEALTH
1400 JACKSON STDENVERCO80206NONEPUBLICCHARITY$5,000
PBS SOCAL KCET
3080 BRISTOL STCOSTA MESACA92626NONEPUBLICCHARITY$2,000SUITE 100
SEA & SAGE AUDUBON SOCIET
PO BOX 5447IRVINECA92616NONEPUBLICCHARITY$2,500
SWEET ADELINES INT'L
9110 SOUTH TOLEDO AVETULSAOK74137NONEPUBLICCHARITY$5,000
UNIV OF CA USC SHOAH FOUNDATION
1150 S OLIVE STLOS ANGELESCA90015NONEPUBLICCHARITY$2,000SUITE 2000
UNIVERSITY SYNAGOGUE
3400 MICHELSON DRIRVINECA92612NONEPUBLICCHARITY$3,335
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$30,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$981ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$13,553ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion-$585ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$13,949ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$13,949TotalIncomeProducingActyAmt

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)
CategoryACCOUNTINGCategoryTxt
Amt$1,450Amt
Net Investment Income$1,450NetInvestmentIncomeAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

FieldValueIRS element (for citing)
AssetUBSAssetDesc
Acquired2020-11AcquiredDt
How AcquiredPURCHASEHowAcquiredTxt
Sold2023-07SoldDt
Gross Sales Price$65,000GrossSalesPriceAmt
Basis$65,585BasisAmt
Total Net-$585TotalNetAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL - BONDSBondNm

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPORTFOLIO-MERRILL LYNCHStockNm
EOY Book Value$251,325EOYBookValueAmt
EOYFMV$491,312EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MGMT FEES$8$8

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