GATHERER FAMILY FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- GATHERER FAMILY FOUNDATION (EIN 95-4669010)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-09
- IRS object ID
- 202113139349102066
- Schema version
- 2020v4.1
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Legal Fees Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-09T12:19:15-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2875 MICHELLE DRIVE 300 | AddressLine1Txt |
| City | IRVINE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92606 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954669010 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GATHERER FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GATH | BusinessNameControlTxt |
| Phone | 9492156747 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755 | AddressLine1Txt |
| City | SAN CLEMENTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92674 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM GENCARELLA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 9492156747 | PhoneNum |
| Signature | 2021-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | WILLIAM | PersonFirstNm |
| Person Last | GENCARELLA | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DAVID KRICKL CPA | PreparerPersonNm |
| PTIN | P00026573 | PTIN |
| Phone | 7149781300 | PhoneNum |
| Preparation | 2021-11-08 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $11,891,085 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,300,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $17,933 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $17,933 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $189,698 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $189,698 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,863,955 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,224,305 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,863,955 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,371,586 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,071,586 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $40,789 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $40,789 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $49,705 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,705 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,068 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $7,612 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $407 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $407 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $57,317 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $41,196 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $440,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $440,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $550,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $57,317 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $481,196 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,820,617 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,014,269 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $453,083 | CashBOYAmt |
| Cash EOY | $1,113,324 | CashEOYAmt |
| Cash EOYFMV | $1,113,324 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $390,323 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $573,101 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $573,101 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,075,649 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,283,676 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,283,676 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $6,271,513 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,853,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,853,420 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $533,425 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $67,564 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $67,564 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $8,723,993 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,891,085 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,891,085 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $8,723,993 | RetainedEarningBOYAmt |
| Retained Earning EOY | $11,891,085 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,723,993 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,891,085 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,723,993 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,891,085 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,723,993 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,820,617 | ExcessRevenueOverExpensesAmt |
| Other Increases | $346,475 | OtherIncreasesAmt |
| Subtotal | $11,891,085 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,891,085 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES - S/T | 2020-01-01 | 2020-12-31 | $4,507,139 | $4,034,708 | $472,431 | $472,431 |
| PUBLICLY TRADED SECURITIES - L/T | 2018-01-01 | 2020-12-31 | $7,717,166 | $6,325,642 | $1,391,524 | $1,391,524 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,863,955 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $0 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $27,998 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $27,998 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $27,998 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,880 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $9,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $17,880 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $465 | EsPenaltyAmt |
| Tax Due | $10,583 | TaxDueAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | GATHERER FAMILY FOUNDATION | IndividualWithBooksNm |
| Phone | 9492156740 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755 | AddressLine1Txt |
| City | SAN CLEMENTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Exempt Interest | $0 | TaxExemptInterestAmt |
| 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM GENCARELLA | ||||||||
| PO BOX 755 | SAN CLEMENTE | CA | 92674 | CFO | 0.00 | $0 | $0 | $0 |
| CHISTINE GENCARELLA | ||||||||
| PO BOX 755 | SAN CLEMENTE | CA | 92672 | CEO | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $9,698,306 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,264,916 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $10,963,222 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $10,963,222 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $164,448 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,798,774 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $539,939 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $539,939 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $27,998 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $27,998 | TotalTaxAmt |
| Distributable Before Adj | $511,941 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $511,941 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $511,941 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $481,196 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $481,196 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $481,196 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $511,941 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $391,765 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $481,196 | QualifyingDistributionsAmt |
| Applied To Year1 | $391,765 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $89,431 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $422,510 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACRES OF LOVE | ||||||||
| 31920 DEL OBISPO SUITE 175 | SAN JUAN CAPISTRANO | CA | 92675 | NONE | PC | GENERAL FUND | $10,000 | |
| AMRITA-SEATTLE | ||||||||
| 10313 35TH AVE NE | SEATTLE | WA | 98125 | NONE | PC | GENERAL FUND | $10,000 | |
| APU UNIVERSITY FUND | ||||||||
| 901 E ALOSTA AVE PO BOX 7000 | AZUSA | CA | 917027000 | NONE | PC | GENERAL FUND | $10,000 | |
| CITY OF HOPE NATIONAL MEDICAL CENTER | ||||||||
| 1500 EAST DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | GENERAL FUND | $20,000 | |
| COAST HILLS CHURCH | ||||||||
| 5 PURSUIT | ALISO VIEJO | CA | 92656 | NONE | PC | COVID-19 RELIEF | $10,000 | |
| DISCOVERY ARTS | ||||||||
| 23382 MADERO | MISSION VIEJO | CA | 92691 | NONE | PC | GENERAL FUND | $5,000 | |
| EQUU8 HORSEMANSHIP AND THERAPEUTIC RIDING | ||||||||
| 42360 FIG STREET | MURRIETA | CA | 92562 | NONE | PC | GENERAL FUND | $10,000 | |
| FISHER CENTER FOR ALZHEIMER'S RESEARCH FOUNDATION | ||||||||
| PO BOX 220 | NEW YORK | NY | 10150 | NONE | PC | GENERAL FUND | $20,000 | |
| GATHER 4 HIM CHRISTIAN COLLEGE | ||||||||
| 3021 W CLEARWATER AVENUE | KENNEWICK | WA | 99336 | NONE | PC | GENERAL FUND | $20,000 | |
| ICEC | ||||||||
| 17461 DERIAN AVENUE 114 | IRVINE | CA | 92614 | NONE | PC | GENERAL FUND | $10,000 | |
| KADLEC MEDICAL CENTER | ||||||||
| 888 SWIFT BLVD | RICHLAND | WA | 99352 | NONE | PC | COVID-19 RELIEF | $30,000 | |
| MISSION HOSPITAL FOUNDATION | ||||||||
| 27700 MEDICAL CENTER ROAD BLDG 3 | MISSION VIEJO | CA | 92691 | NONE | PC | GENERAL FUND | $5,000 | SUITE 364 |
| REASONS TO BELIEVE | ||||||||
| 818 S OAK PARK RD | COVINA | CA | 91724 | NONE | PC | GENERAL FUND | $5,000 | |
| SADDLEBACK CHURCH | ||||||||
| 1 SADDLEBACK PARKWAY | LAKE FOREST | CA | 92630 | NONE | PC | COVID-19 RELIEF | $80,000 | |
| SECOND HARVEST FOOD BANK OF ORANGE COUNTY | ||||||||
| 8014 MARINE WAY | IRVINE | CA | 92618 | NONE | PC | COVID-19 RELIEF | $30,000 | |
| SOUTH COUNTY OUTREACH | ||||||||
| 7 WHATNEY B | IRVINE | CA | 92618 | NONE | PC | COVID-19 RELIEF | $30,000 | |
| SOUTHERN CALIFORNIA MOUNTAINS FOUNDATION | ||||||||
| 1355 W 26TH STREET | SAN BERNARDINO | CA | 92405 | NONE | PC | GENERAL FUND | $10,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 201 SANDPOINTE AVENUE SUITE 300 | SANTA ANA | CA | 92707 | NONE | PC | GENERAL FUND | $20,000 | |
| STAR ROCK MINISTRIES | ||||||||
| PO BOX 996 | SAN CLEMENTE | CA | 92674 | NONE | PC | GENERAL FUND | $5,000 | |
| THE MICHAEL J FOX FOUNDATION | ||||||||
| PO BOX 4777 | NEW YORK | NY | 101634777 | NONE | PC | GENERAL FUND | $20,000 | |
| THE SALVATION ARMY | ||||||||
| 16941 KEEGAN AVENUE | CARSON | CA | 90746 | NONE | PC | COVID-19 RELIEF | $30,000 | |
| TRI-CITY UNION GOSPEL MISSION | ||||||||
| 221 S 4TH AVENUE | PASCO | WA | 99301 | NONE | PC | COVID-19 RELIEF | $30,000 | |
| VIKINGS OF SOLVANG | ||||||||
| 2027 VILLAGE LANE SUITE 203 | SOLVANG | CA | 93463 | NONE | PC | GENERAL FUND | $20,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $440,000 | 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 | $17,933 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $189,698 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,863,955 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,071,586 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,071,586 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 3 | TO SUPPORT CHARITABLE ENDEAVORS |
| 4 | TO SUPPORT CHARITABLE ENDEAVORS |
| 8 | TO SUPPORT CHARITABLE ENDEAVORS |
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 | GATHERER BY-PASS TRUST | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 755 | AddressLine1Txt |
| City | SAN CLEMENTE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92674 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,300,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | RAYMOND JAMES #MU133 | BondNm |
| EOY Book Value | $67,564 | EOYBookValueAmt |
| EOYFMV | $67,564 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RAYMOND JAMES #MU133 | StockNm |
| EOY Book Value | $8,853,420 | EOYBookValueAmt |
| EOYFMV | $8,853,420 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $1,283,676 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $1,283,676 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $40,789 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $40,789 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK CHARGES | $95 | $0 | $0 | $95 |
| LICENSING | $150 | $0 | $0 | $150 |
| OFFICE EXPENSE | $120 | $0 | $0 | $120 |
| LODGING | $42 | $0 | $0 | $42 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET UNREALIZED GAINS ON INVESTMENTS | Desc |
| Amt | $346,475 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT ANNUAL FEE | $150 | $150 | $0 | $0 |
| INVESTMENT ADVISORY FEES | $49,555 | $49,555 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| US TREASURY | $12,456 | $0 | $0 | $0 |
| FOREIGN TAXES | $7,612 | $7,612 | $0 | $0 |
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