John Gogian Family Foundation: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- John Gogian Family Foundation (EIN 95-3759369)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-07-25
- IRS object ID
- 202332069349100113
- Schema version
- 2022v5.0
- 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
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-07-25T11:33:15-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954557617 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Harrington Group CPAs LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2698 Mataro Street | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 953759369 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John Gogian Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3103250954 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2531 W 237th Street 124 | AddressLine1Txt |
| City | Torrance | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90505 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Dan Mueller | PersonNm |
| Person Title | President | PersonTitleTxt |
| Phone | 3103250954 | PhoneNum |
| Signature | 2023-07-25 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Dan | PersonFirstNm |
| Person Last | Mueller | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| PTIN | P01612986 | PTIN |
| Phone | 6264036801 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $20,116,273 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $21,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $4,349 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,349 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $378,095 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $378,095 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$506,294 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,128,424 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $20,876,150 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $382,444 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $119,768 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $23,954 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $95,814 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $26,040 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,208 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $20,832 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $16,839 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,684 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $15,155 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $553 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $293 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $260 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $23,822 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,686 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $11,136 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $150,212 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $125,212 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $25,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $10,858 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,856 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $33,603 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $3,361 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $0 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $30,242 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $6,678 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $6,678 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $6,757 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,040 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,717 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $395,130 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $183,972 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $204,156 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,387,691 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $18,187,691 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $17,782,821 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $183,972 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,391,847 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,093,329 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $198,472 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $200 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $2,663,558 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,250,554 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,250,554 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $54,035 | AcctRcvblAmt |
| Acct Rcvbl BOY | $136,003 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $54,035 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $54,035 | AcctRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $2,304 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $4,252 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $4,252 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $464,493 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $6,646,494 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $6,531,487 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,229,042 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,633,474 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,858,069 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,997,589 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,326,039 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,104,800 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $4,597,922 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,310,803 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,275,125 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,332 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $37,751 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $37,751 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,091,111 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,263,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $20,116,273 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $164,874 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $6,343 | AccountsPayableEOYAmt |
| Grants Payable BOY | $800,000 | GrantsPayableBOYAmt |
| Other Liabilities BOY | $83 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $37,776 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $964,957 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $44,119 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $17,126,154 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $20,219,483 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $17,126,154 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $20,219,483 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,091,111 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $20,263,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $17,126,154 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,093,329 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $20,219,483 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $20,219,483 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| Cetera ST | P | 2022-01-01 | 2022-12-31 | $11,404,736 | $12,271,997 | -$867,261 | -$867,261 |
| Cetera LT | P | 2021-01-01 | 2022-12-31 | $2,162,538 | $2,088,480 | $74,058 | $74,058 |
| First Republic ST | P | 2022-01-01 | 2022-12-31 | $1,807,220 | $1,853,392 | -$46,172 | -$46,172 |
| First Republic LT | P | 2021-01-01 | 2022-12-31 | $1,749,435 | $1,420,849 | $328,586 | $328,586 |
| Capital Gains Dividends | P | $4,495 | $4,495 | $4,495 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$506,294 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$913,433 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,759 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,759 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,759 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,448 | 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 | $11,448 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $8,689 | OverpaymentAmt |
| Applied To ES Tax | $8,689 | 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 | www.gogianfoundation.org | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sue Cody Exec Director | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3103250954 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2531 W 237th Street 124 | AddressLine1Txt |
| City | Torrance | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90505 | 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| Kate Crane | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | Chair | 1.00 | $2,000 | $0 | $0 |
| Becky Schroff | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | Secretary | 1.00 | $2,000 | $0 | $0 |
| Gary Nelson | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | Treasurer | 1.00 | $2,000 | $0 | $0 |
| Dan Mueller | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | President | 1.00 | $2,000 | $0 | $0 |
| Greg Alessandra | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | Director | 1.00 | $2,000 | $0 | $0 |
| Tom Cody | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | Director | 1.00 | $2,000 | $0 | $0 |
| Carole Jouroyan | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | Director | 1.00 | $2,000 | $0 | $0 |
| Sue Cody | ||||||||
| 2531 W 237th St Suite 124 | Torrance | CA | 90505 | Executive Director | 40.00 | $105,768 | $5,288 | $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 | First Republic Securities Company LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 Pine St | AddressLine1Txt |
| City | San Francisco | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment services | ServiceTypeTxt |
| Compensation | $75,825 | 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 | $17,347,159 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $4,728,915 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,076,074 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,076,074 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $331,141 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,744,933 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,087,247 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,087,247 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,759 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,759 | TotalTaxAmt |
| Distributable Before Adj | $1,084,488 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,084,488 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,084,488 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,391,847 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,391,847 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,084,488 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $1,895,215 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,906,159 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,955,569 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $3,010,586 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $3,408,318 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $12,175,847 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,391,847 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,084,488 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $17,307,359 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $29,483,206 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $1,895,215 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $27,587,991 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,906,159 | ExcessFromYear4Amt |
| Excess From Year3 | $1,955,569 | ExcessFromYear3Amt |
| Excess From Year2 | $3,010,586 | ExcessFromYear2Amt |
| Excess From Year1 | $3,408,318 | ExcessFromYear1Amt |
| Excess From Current Year | $17,307,359 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (72 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| A Place Called Home | ||||||
| 2830 S Central Ave | Los Angeles | CA | 90011 | Public Charity | Annual Grant for general operating support | $10,000 |
| A Window Between Worlds | ||||||
| 1029 1/2 W 24th St | Los Angeles | CA | 90007 | Public Charity | Annual Grant for general operating support | $225,000 |
| Able ARTS Work | ||||||
| 3626 E Pacific Coast Highway | Long Beach | CA | 90804 | Public Charity | Annual Grant for general operating support ($375K) and Legacy Grant ($800K) | $1,175,000 |
| Activities Recreation & Care (ARC) | ||||||
| 6456 Whitset Ave | Hollywood | CA | 91606 | Public Charity | Annual Grant for general operating support | $375,000 |
| Armenian Relief & Development Association | ||||||
| PO Box 5727 | Pasadena | CA | 91117 | Public Charity | Annual Grant for general operating support | $50,000 |
| Bay School The | ||||||
| 1026 Capitola Road | Santa Cruz | CA | 95062 | Public Charity | Annual Grant for general operating support | $10,000 |
| Boys & Girls Club of the LA Harbor | ||||||
| 1200 S Cabrillo Ave | San Pedro | CA | 90731 | Public Charity | Annual Grant for general operating support | $225,000 |
| Cal State University Long Beach | ||||||
| 1250 Bellflower Blvd | Long Beach | CA | 90815 | Public Charity | Scholarship | $3,000 |
| Campbell Center The | ||||||
| 6512 San Fernando Rd | Glendale | CA | 91201 | Public Charity | Annual Grant for general operating support | $375,000 |
| Canine Angels Service Teams | ||||||
| 13475 N Applegate Road | Grants Pass | OR | 97527 | Public Charity | Annual Grant for general operating support | $17,500 |
| Caring House Inc | ||||||
| 2842 El Dorado St | Torrance | CA | 90503 | Public Charity | Annual Grant for general operating support | $10,000 |
| Carousel Ranch | ||||||
| 34289 Rocking Horse Road | Agua Dulce | CA | 91390 | Public Charity | Annual Grant for general operating support ($375K), Legacy Grant ($450K) | $825,000 |
| Casa de los Angelitos | ||||||
| 954 Koleeta Dr | Harbor City | CA | 90710 | Public Charity | Annual Grant for general operating support | $20,000 |
| CASA of Los Angeles | ||||||
| 201 Centre Plaza Dr Suite 1100 | Monterey Park | CA | 91754 | Public Charity | Annual Grant for general operating support | $225,000 |
| Center for the Pacific Asian Family | ||||||
| 3424 Wilshire Blvd Suite 1000 | Los Angeles | CA | 90010 | Public Charity | Annual Grant for general operating support | $225,000 |
| Christian Outreach in Action | ||||||
| 515 E 3rd St | Long Beach | CA | 90802 | Public Charity | Annual Grant for general operating support | $10,000 |
| Exceptional Minds | ||||||
| 13400 Riverside Dr Suite 211 | Sherman Oaks | CA | 91423 | Public Charity | Annual Grant for general operating support | $10,000 |
| Executive Service Corps of Southern California | ||||||
| 1000 N Alameda St Suite 330 | Los Angeles | CA | 90004 | Public Charity | Capacity Building Grants | $144,500 |
| EXP | ||||||
| 2417 E Carson St Suite 200 | Carson | CA | 90810 | Public Charity | Annual Grant for general operating support | $55,000 |
| Extraordinary Families | ||||||
| 221 N Ardmore Ave | Los Angeles | CA | 90004 | Public Charity | Annual Grant for general operating support | $225,000 |
| Family Promise of the South Bay | ||||||
| 2930 El Dorado St | Torrence | CA | 90503 | Public Charity | Annual Grant for general operating support | $20,000 |
| For The Child Inc | ||||||
| 4565 California Ave | Long Beach | CA | 90807 | Public Charity | Annual Grant for general operating support (225K), Legacy Grant ($750K) | $975,000 |
| FosterAll | ||||||
| 1544 W Glenoaks Blvd | Glendale | CA | 91201 | Public Charity | Annual Grant for general operating support | $225,000 |
| Franklin & Marshall College | ||||||
| 637 College Ave | Lancaster | PA | 17603 | Public Charity | Scholarship | $6,000 |
| Friendship Education Foundation | ||||||
| 2108 Vail Ave | Redondo Beach | CA | 90278 | Public Charity | Annual Grant for Capital Campaign | $200,000 |
| Friendship Foundation | ||||||
| 2108 Vail Ave | Redondo Beach | CA | 90278 | Public Charity | Annual Grant for general operating support | $175,000 |
| HELP Inc | ||||||
| 1404 Cravens Ave | Torrance | CA | 90501 | Public Charity | Annual Grant for general operating support | $10,000 |
| HEAR Center | ||||||
| 301 E Del Mar Blvd | Pasadena | CA | 91101 | Public Charity | Annual Grant for general operating support | $375,000 |
| Homeboy Industries Inc | ||||||
| 130 W Bruno St | Los Angeles | CA | 90012 | Public Charity | Annual Grant for general operating support | $235,000 |
| Hope House For The Multiple-Handicapped | ||||||
| 4215 N Peck Road | El Monte | CA | 91732 | Public Charity | Annual Grant for general operating support | $375,000 |
| ICAN - California Abilities Network | ||||||
| 2375 Sepulveda Blvd | Torrance | CA | 90501 | Public Charity | Annual Grant for general operating support | $5,000 |
| Journey House Inc | ||||||
| 1232 N Los Robles Ave | Pasadena | CA | 91104 | Public Charity | Annual Grant for general operating support | $20,000 |
| LA GOAL | ||||||
| 4911 Overland Ave | Culver City | CA | 90230 | Public Charity | Annual Grant for general operating support | $375,000 |
| Lincoln Training Center | ||||||
| 2643 Loma Ave | Beverly Hills | CA | 90210 | Public Charity | Annual Grant for general operating support ($375K), Legacy Grant ($1.0M) | $1,375,000 |
| Little Sisters of the Poor | ||||||
| 2100 S Western Ave | San Pedro | CA | 90732 | Public Charity | Annual Grant for general operating support | $5,000 |
| Los Angeles Challenge The | ||||||
| 501 Deep Valley Dr Suite 202 | Rolling Hills Estate | CA | 90274 | Public Charity | Annual Grant for general operating support | $35,000 |
| Los Angeles Youth Network | ||||||
| 1853 Taft Ave | Los Angeles | CA | 90028 | Public Charity | Annual Grant for general operating support | $225,000 |
| Marycrest Manor Inc | ||||||
| 10664 Saint James Dr | Culver City | CA | 90230 | Public Charity | Annual Grant for general operating support | $312,500 |
| MomentumPediatric Therapy Network | ||||||
| 1815 W 213th St Suite 100 | Torrance | CA | 90501 | Public Charity | Annual Grant for general operating support | $250,000 |
| My Friend's Place | ||||||
| PO Box 3867 | Hollywood | CA | 90078 | Public Charity | Annual Grant for general operating support ($245K), Legacy Grant ($1.0M) | $1,245,000 |
| Mychal's Learning Place | ||||||
| 4901 W Rosencrans | Hawthorne | CA | 90250 | Public Charity | Annual Grant for general operating support ($375K), Legacy Grant ($1.0M) | $1,375,000 |
| Nonprofit Partnership The | ||||||
| 4900 E Contant St Suite 225 | Long Beach | CA | 90808 | Public Charity | Annual Grant for general operating support ($10K) and Long Beach Gives ($12.5K) | $22,500 |
| Norcal Armenian Senior Services | ||||||
| 1818 Gilbreth Road Suite 132 | Burlingame | CA | 94010 | Public Charity | Annual Grant for general operating support | $25,000 |
| ONEgeneration | ||||||
| 17400 Victory Blvd | Van Nuys | CA | 91406 | Public Charity | Annual Grant for general operating support ($300K), Legacy Grant ($750K) | $1,050,000 |
| OPARC | ||||||
| 9029 Vernon Ave | Winsor Hills | CA | 90043 | Public Charity | Annual Grant for general operating support | $375,000 |
| OPICA Adult Day Care Center | ||||||
| 11759 Missouri Ave | Los Angeles | CA | 90025 | Public Charity | Annual Grant for general operating support | $300,000 |
| Peace 4 Kids | ||||||
| PO Box 5347 | Compton | CA | 90224 | Public Charity | Annual Grant for general operating support | $27,500 |
| Providence TrinityCare Hospice Fd | ||||||
| 5315 Torrance Blvd Unit B-1 | Torrance | CA | 90503 | Public Charity | Annual Grant for general operating support | $150,000 |
| Rainbow Services Ltd | ||||||
| 453 W 7th St | San Pedro | CA | 90731 | Public Charity | Annual Grant for general operating support | $225,000 |
| Richstone Family Center | ||||||
| 13620 Cordary Ave | Hawthorne | CA | 90250 | Public Charity | Annual Grant for general operating support | $235,000 |
| Ride to Fly | ||||||
| 50 Narcissa Dr | Rancho Palos Verdes | CA | 90275 | Public Charity | Annual Grant for general operating support | $5,000 |
| Santa Clarita Valley Committee on Aging | ||||||
| 27180 Golden Valley Road | Santa Clarita | CA | 91350 | Public Charity | Annual Grant for general operating support | $300,000 |
| Special Children's League | ||||||
| PO Box 2526 | Palos Verdes Estates | CA | 90274 | Public Charity | Annual Grant for general operating support | $15,000 |
| St Barnabas Senior Services | ||||||
| 675 S Carondelet | Los Angeles | CA | 90057 | Public Charity | Annual Grant for general operating support | $300,000 |
| St Margaret's Center | ||||||
| 10217 S Inglewood Ave | Inglewood | CA | 90304 | Public Charity | Annual Grant for general operating support | $7,500 |
| St Peter Catholic Church | ||||||
| 338 N Grand Ave | San Pedro | CA | 90731 | Public Charity | Annual Grant for general operating support | $10,000 |
| St Raphael Catholic School | ||||||
| 942 W 70th St | Los Angeles | CA | 90044 | Public Charity | Annual Grant for general operating support | $20,000 |
| STAR | ||||||
| PO Box 1075 | Torrance | CA | 90505 | Public Charity | Annual Grant for general operating support ($375K), Legacy Grant ($1.25M) | $1,625,000 |
| STRIVE | ||||||
| 9124 S Main St | Los Angeles | CA | 90003 | Public Charity | Annual Grant for general operating support | $225,000 |
| Su Casa-Ending Domestic Violence | ||||||
| 3750 E Anaheim St Suite 100 | Long Beach | CA | 90804 | Public Charity | Annual Grant for general operating support | $225,000 |
| Switzer Learning Center | ||||||
| 2201 Amapola Ct | Torrance | CA | 90501 | Public Charity | Annual Grant for general operating support | $10,000 |
| Tierra Del Sol Foundation | ||||||
| 9919 Sunland Blvd | SunlandTujunga | CA | 90731 | Public Charity | Annual Grant for general operating support | $375,000 |
| Toberman Neighborhood Center | ||||||
| 131 N Grand Ave | San Pedro | CA | 90731 | Public Charity | Annual Grant for general operating support | $30,000 |
| Torrance Women's Club | ||||||
| 1422 Engracia Ave | Torrance | CA | 90501 | Public Charity | Annual Grant for general operating support | $5,000 |
| UC Regents Berkeley | ||||||
| 1111 Franklin St 12th floor | Oakland | CA | 94607 | Public Charity | Scholarship | $6,000 |
| UC Regents Davis | ||||||
| 1 Shields Ave | Davis | CA | 95616 | Public Charity | Scholarship | $6,000 |
| UC Regents Los Angeles | ||||||
| 102 Administration Bldg | Irvine | CA | 90095 | Public Charity | Scholarship | $12,000 |
| United Friends of the Children | ||||||
| 1055 Wilshire Blvd Suite 1955 | Los Angeles | CA | 90017 | Public Charity | Annual Grant for general operating support | $10,000 |
| Verbum Dei High School | ||||||
| 11100 S Central Ave | Los Angeles | CA | 90059 | Public Charity | Annual Grant for general operating support | $20,000 |
| WISE & Healthy Aging | ||||||
| 1527 4th St 2nd Floor | Santa Monica | CA | 90401 | Public Charity | Annual Grant for general operating support | $300,000 |
| WomenShelter of Long Beach | ||||||
| 4201 Long Beach Blvd Suite 102 | Long Beach | CA | 90807 | Public Charity | Annual Grant for general operating support | $225,000 |
| World Central Kitchens Inc | ||||||
| 200 Massachesetts Ave NW 7th Floor | Washington | DC | 20001 | Public Charity | Annual Grant for general operating support | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $18,185,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,349 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $378,095 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$506,294 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$123,850 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$123,850 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | John J Gogian Jr Revocable Trust | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | c/o Smith Gambrell Russell 444 S Fl | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $21,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting | $19,700 | $10,491 | $0 | $9,209 |
| Payroll services | $4,122 | $2,195 | $0 | $1,927 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Security sales dates are represented by calendar year end. | IdentifierTxt |
| Form And Line Reference | Form 990-PF, Part IV, Capital Gains | FormAndLineReferenceDesc |
| Medium Explanation | The organization had various sales of securities during the year that is summarized on Part IV of Form 990-PF. For purpose of Part IV and due to tax software limitation, the acquisition dates shown for short and long-term capital gains is January 1, 2022 and January 1, 2021, respectively. For sales dates, December 31, 2022 is being shown for both short and long-term capital gains. Details of individual transactions are available upon request. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| First Republic | $4,075,448 | $3,855,610 |
| First Allied - Cetera - Corp Bonds | $250,591 | $249,190 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| First Republic | $1,396,056 | $1,623,564 |
| First Allied - Cetera - Stocks | $4,237,418 | $4,234,505 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $6,646,494 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $6,531,487 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| First Allied - Cetera - Mutual Funds | AT COST | $393,358 | $385,796 |
| First Allied - Cetera - Exchange Traded Products | AT COST | $307,212 | $289,321 |
| First Republic - Non US Bonds | AT COST | $610,233 | $600,008 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Legal | CategoryTxt |
| Legal Fees | $553 | LegalFeesAmt |
| Net Investment Income | $293 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $260 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Right-of-use Assets | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $37,751 | EOYBookValueAmt |
| EOYFMV | $37,751 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Insurance | $4,560 | $701 | $0 | $3,859 |
| Dues and fees | $2,197 | $339 | $0 | $1,858 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail (2 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt |
|---|---|---|
| Credit card | $83 | $25 |
| Lease Liability - operating lease | $0 | $37,751 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Consulting | $25,000 | $0 | $0 | $25,000 |
| Investment fees | $125,212 | $125,212 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Federal excise tax | $7,002 | $0 | $0 | $0 |
| Foreign income tax | $3,856 | $3,856 | $0 | $0 |
Comments