GORDON GENERATION FOUNDATION: Form 990PF, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
GORDON GENERATION FOUNDATION (EIN 27-1551844)
Tax period
2024-01-01 to 2024-12-31
Filed
2025-04-29
IRS object ID
202511199349102111
Schema version
2024v5.0
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)
Return2025-04-29T21:07:24-04:00ReturnTs
Tax Period End2024-12-31TaxPeriodEndDt

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 Begin2024-01-01TaxPeriodBeginDt

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
Signature2025-04-28SignatureDt
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrfalseIRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICH L MERGPreparerPersonNm
PTINP01234092PTIN
Phone3033883782PhoneNum
Preparation2025-04-29PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$566,123FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$12,100ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$48InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$48InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$12,793DividendsRevAndExpnssAmt
Dividends Net Invst Incm$12,793DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$4,734NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$214,299GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$4,734CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$29,675TotalRevAndExpnssAmt
Total Net Invst Incm$17,575TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,150AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,150AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$535TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$2,425OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$2,425OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$4,110TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$3,575TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$42,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$42,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$46,210TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$3,575TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$42,100TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$16,535ExcessRevenueOverExpensesAmt
Net Investment Income$14,000NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$85,448CashBOYAmt
Cash EOY$64,868CashEOYAmt
Cash EOYFMV$64,868CashEOYFMVAmt
Corporate Stock BOY$251,325CorporateStockBOYAmt
Corporate Stock EOY$255,370CorporateStockEOYAmt
Corporate Stock EOYFMV$501,255CorporateStockEOYFMVAmt
Total Assets BOY$336,773TotalAssetsBOYAmt
Total Assets EOY$320,238TotalAssetsEOYAmt
Total Assets EOYFMV$566,123TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$336,773RetainedEarningBOYAmt
Retained Earning EOY$320,238RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$336,773TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$320,238TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$336,773TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$320,238TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$336,773TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$16,535ExcessRevenueOverExpensesAmt
Subtotal$320,238SubtotalAmt
Tot Net Ast Or Fund Balances EOY$320,238TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdAcquiredAcquiredDtSoldSoldDtGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
UBS 32037P2024-01-012024-09-30$121,162$133,506-$12,344-$12,344
UBS 32037P2023-01-012024-12-31$93,137$76,059$17,078$17,078
FieldValueIRS element (for citing)
Capital Gain Net Income$4,734CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$195InvestmentIncomeExciseTaxAmt
Subtotal$195SubtotalAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Tax Due$195TaxDueAmt

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$496,283AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$75,158AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$571,441TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$571,441AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,572CashDeemedCharitableAmt
Net Vl Noncharitable Assets$562,869NetVlNoncharitableAssetsAmt
Minimum Investment Return$28,143MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$28,143MinimumInvestmentReturnAmt
Tax Based On Investment Income$195TaxBasedOnInvestmentIncomeAmt
Total Tax$195TotalTaxAmt
Distributable Before Adj$27,948DistributableBeforeAdjAmt
Distributable Before Ded$27,948DistributableBeforeDedAmt
Distributable As Adjusted$27,948DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$42,100ExpensesAndContributionsAmt
Qualifying Distributions$42,100QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$27,948DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$291ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$291TotalExcessDistributionCyovAmt
Qualifying Distributions$42,100QualifyingDistributionsAmt
Applied To Current Year$27,948AppliedToCurrentYearAmt
Remaining Distri From Corpus$14,152RemainingDistriFromCorpusAmt
Total Corpus$14,443TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$14,443ExcessDistriCyovToNextYrAmt
Excess From Year1$291ExcessFromYear1Amt
Excess From Current Year$14,152ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmtAddress Line2RecipientUSAddress/AddressLine2Txt
HARBORLITES CHORUS
56 GEORGETOWNIRVINECA92612NONEPUBLICCHARITY$2,000
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$1,073SUITE 100
SEA & SAGE AUDUBON SOCIET
PO BOX 5447IRVINECA92616NONEPUBLICCHARITY$2,500
SWEET ADELINES INT'L
9110 SOUTH TOLEDO AVETULSAOK74137NONEPUBLICCHARITY$17,100
UNIV OF CA USC SHOAH FOUNDATION
1150 S OLIVE STLOS ANGELESCA90015NONEPUBLICCHARITY$2,000SUITE 2000
UNIVERSITY SYNAGOGUE
3400 MICHELSON DRIRVINECA92612NONEPUBLICCHARITY$3,382
CONSUMER REPORTS DEVELOPMENT
101 TRUMAN AVENUEYONKERSNY10703NONEPUBLICCHARITY$45
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$42,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$48ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$12,793ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$4,734ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$17,575ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$17,575TotalIncomeProducingActyAmt

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$1,150Amt
Net Investment Income$1,150NetInvestmentIncomeAmt

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$255,370EOYBookValueAmt
EOYFMV$501,255EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MGMT FEES$2,425$2,425

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFEDERAL TAXESCategoryTxt
Amt$535Amt

Comments

Anonymous: no account or email. Up to 2,000 characters, at most one link. Comments are checked automatically; some wait for review.