GORDON GENERATION FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
GORDON GENERATION FOUNDATION (EIN 27-1551844)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-07-18
IRS object ID
202231999349100728
Schema version
2021v4.0
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)
Return2022-07-18T20:21:23-05:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

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 Begin2021-01-01TaxPeriodBeginDt

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 AVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH GORDONPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2022-06-27SignatureDt

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJUDITHPersonFirstNm
Person LastGORDONPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICH L MERGPreparerPersonNm
PTINP01234092PTIN
Phone3033883782PhoneNum
Preparation2022-06-27PreparationDt
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$615,649FMVAssetsEOYAmt
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$2,889InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,389InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$11,940DividendsRevAndExpnssAmt
Dividends Net Invst Incm$11,940DividendsNetInvstIncmAmt
Other Income Rev And Expnss-$8OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$14,821TotalRevAndExpnssAmt
Total Net Invst Incm$14,329TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,700AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,700AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$100TaxesRevAndExpnssAmt
Taxes Net Invst Incm$100TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$7,920OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,978OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,720TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$7,778TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$24,485ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$24,485ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$34,205TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$7,778TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$24,485TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$19,384ExcessRevenueOverExpensesAmt
Net Investment Income$6,551NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$58,797CashBOYAmt
Cash EOY$61,355CashEOYAmt
Cash EOYFMV$61,355CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$1SavAndTempCashInvstEOYAmt
US Government Obligations BOY$20,161USGovernmentObligationsBOYAmt
Corporate Stock BOY$251,342CorporateStockBOYAmt
Corporate Stock EOY$251,342CorporateStockEOYAmt
Corporate Stock EOYFMV$486,217CorporateStockEOYFMVAmt
Corporate Bonds BOY$70,597CorporateBondsBOYAmt
Corporate Bonds EOY$68,816CorporateBondsEOYAmt
Corporate Bonds EOYFMV$68,077CorporateBondsEOYFMVAmt
Total Assets BOY$400,898TotalAssetsBOYAmt
Total Assets EOY$381,514TotalAssetsEOYAmt
Total Assets EOYFMV$615,649TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$400,898RetainedEarningBOYAmt
Retained Earning EOY$381,514RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$400,898TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$381,514TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$400,898TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$381,514TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$400,898TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$19,384ExcessRevenueOverExpensesAmt
Subtotal$381,514SubtotalAmt
Tot Net Ast Or Fund Balances EOY$381,514TotNetAstOrFundBalancesEOYAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$91InvestmentIncomeExciseTaxAmt
Subtotal$91SubtotalAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$57EstimatedPlusOvpmtIncmTxAmt
Extsn Request Income Tax Paid$100ExtsnRequestIncomeTaxPaidAmt
Total Payments And Credits$157TotalPaymentsAndCreditsAmt
Overpayment$66OverpaymentAmt
Applied To ES Tax$66AppliedToESTaxAmt

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$531,075AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$60,076AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$591,151TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$591,151AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$8,867CashDeemedCharitableAmt
Net Vl Noncharitable Assets$582,284NetVlNoncharitableAssetsAmt
Minimum Investment Return$29,114MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$29,114MinimumInvestmentReturnAmt
Tax Based On Investment Income$91TaxBasedOnInvestmentIncomeAmt
Total Tax$91TotalTaxAmt
Distributable Before Adj$29,023DistributableBeforeAdjAmt
Distributable Before Ded$29,023DistributableBeforeDedAmt
Distributable As Adjusted$29,023DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$24,485ExpensesAndContributionsAmt
Qualifying Distributions$24,485QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$29,023DistributableAsAdjustedAmt
Undistributed Income PY$124UndistributedIncomePYAmt
Qualifying Distributions$24,485QualifyingDistributionsAmt
Applied To Year1$124AppliedToYear1Amt
Applied To Current Year$24,361AppliedToCurrentYearAmt
Undistributed Income CY$4,662UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

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

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH FEDERATION OF DELA
100 W 10TH ST STE 301WILMINGTONDE19801NONEPUBLICCHARITY$4,500
LAMBDA LEGAL
3325 WILSHIRE BLVD 1300LOS ANGELESCA90010NONEPUBLICCHARITY$2,500
NATL JEWISH HEALTH
1400 JACKSON STDENVERCO80206NONEPUBLICCHARITY$5,000
SEA & SAGE AUDUBON SOCIET
PO BOX 5447IRVINECA92616NONEPUBLICCHARITY$2,500
SWEET ADELINES INT'L
9110 SOUTH TOLEDO AVETULSAOK74137NONEPUBLICCHARITY$5,000
UNIVERSITY SYNAGOGUE
11960 SUNSET BLVDLOS ANGELESCA90049NONEPUBLICCHARITY$4,985
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$24,485TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,889ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$11,940ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
MUNI BOND INTEREST14
OTHER14-$8

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$14,821ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$14,821TotalIncomeProducingActyAmt

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$1,700Amt
Net Investment Income$1,700NetInvestmentIncomeAmt

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondMERRILL - BONDSBondNm
EOY Book Value$68,816EOYBookValueAmt
EOYFMV$68,077EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPORTFOLIO-MERRILL LYNCHStockNm
EOY Book Value$251,342EOYBookValueAmt
EOYFMV$486,217EOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
INVESTMENT MGMT FEES$5,978$5,978
INTEREST PAID
TAX EXEMPT INTEREST ACCRETION$1,942

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail

FieldValueIRS element (for citing)
DescOTHERDesc
Revenue And Expenses Per Books-$8RevenueAndExpensesPerBooksAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$100$100
FOREIGN TAXES WITHHELD

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