JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-15
- IRS object ID
- 202121359349101207
- Schema version
- 2020v4.0
- 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
- Accounting Fees Schedule
- Depreciation Schedule
- Land Etc Schedule2
- 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 | 2021-05-15T17:30:15-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330302407 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Guzman & Gray Certified Public Accountants | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 E Pacific Coast Highway Suite | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90804 | 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 | 330345249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOSEPHINE S GUMBINER FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5624372882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W BROADWAY | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE MEENAN | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2021-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | MEENAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK GRAY CPA | PreparerPersonNm |
| PTIN | P00048565 | PTIN |
| Phone | 5624980997 | 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 |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| 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 | $15,653,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $325,409 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $325,409 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,390,173 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,471,691 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,390,173 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,715,582 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,715,582 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,524 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $96,524 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $69,385 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $69,385 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,015 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,508 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,015 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,230 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,230 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $35,160 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $12,153 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $264 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $37,566 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $37,566 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $330,144 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $75,738 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $234,643 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $969,760 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $969,760 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,299,904 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $75,738 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,204,403 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $415,678 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,639,844 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $61,272 | CashBOYAmt |
| Cash EOY | $60,653 | CashEOYAmt |
| Cash EOYFMV | $60,653 | CashEOYFMVAmt |
| Prepaid Expenses BOY | $1,044 | PrepaidExpensesBOYAmt |
| US Government Obligations BOY | $2,342,064 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,603,079 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,707,055 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,857,479 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,230,025 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,113,579 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $4,790,797 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,587,959 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,771,001 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,673 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,817 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $1,120 | LandBOYAmt |
| Land EOY | $856 | LandEOYAmt |
| Land EOYFMV | $856 | LandEOYFMVAmt |
| Other Assets EOY | $476 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $476 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $11,053,776 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,483,048 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,653,620 | TotalAssetsEOYFMVAmt |
| Other Liabilities EOY | $13,594 | OtherLiabilitiesEOYAmt |
| Total Liabilities EOY | $13,594 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,053,776 | NoDonorRstrNetAssestsBOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,053,776 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,469,454 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,053,776 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,483,048 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,053,776 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $415,678 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,469,454 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,469,454 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (112 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 75 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-12-02 | $30,772 | $8,378 | $22,394 | $22,394 | |
| 75 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-12-14 | $29,343 | $8,378 | $20,965 | $20,965 | |
| 250000 FEDERAL FARM CR 1.08% | P | 2020-06-10 | 2020-12-21 | $250,000 | $249,407 | $593 | $593 | |
| 50 AMERN TOWER CORP | P | 2020-04-15 | 2020-12-23 | $11,156 | $12,261 | -$1,105 | -$1,105 | |
| 50 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-12-23 | $19,275 | $5,586 | $13,689 | $13,689 | |
| 50 MICROSOFT CORP | P | 2006-05-04 | 2020-12-14 | $10,783 | $1,175 | $9,608 | $9,608 | |
| 50 SALESFORCE COM | P | 2019-03-11 | 2020-12-14 | $11,047 | $7,836 | $3,211 | $3,211 | |
| 100 UNION PACIFIC CORP | P | 2016-11-30 | 2020-12-14 | $20,130 | $10,136 | $9,994 | $9,994 | |
| 100 WALT DISNEY CO | P | 2008-10-29 | 2020-12-14 | $17,111 | $2,394 | $14,717 | $14,717 | |
| 275000 CVS HEALTH CORP 4% | P | 2001-01-01 | 2020-12-22 | $301,907 | $301,508 | $399 | $399 | |
| 500 INTEL CORP | P | 2008-07-02 | 2020-12-23 | $23,212 | $10,556 | $12,656 | $12,656 | |
| 500 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2020-12-23 | $34,254 | $12,015 | $22,239 | $22,239 | |
| 125000 US TREASUR NT 1.75% | P | 2020-04-02 | 2020-11-09 | $132,212 | $133,032 | -$820 | -$820 | |
| 100 DOCUSIGN INC | P | 2020-04-15 | 2020-11-16 | $20,364 | $9,981 | $10,383 | $10,383 | |
| 150 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-11-16 | $58,294 | $16,757 | $41,537 | $41,537 | |
| 100 ACCENTURE PLC CL A | P | 2008-10-10 | 2020-11-16 | $24,357 | $2,979 | $21,378 | $21,378 | |
| 25 AMAZON COM INC | P | 2015-12-22 | 2020-11-16 | $77,675 | $16,540 | $61,135 | $61,135 | |
| 200 APPLE COMPUTER INC | P | 2009-01-15 | 2020-11-16 | $23,851 | $577 | $23,274 | $23,274 | |
| 150 COSTCO WHOLESALE CO | P | 2016-12-15 | 2020-11-16 | $56,841 | $24,153 | $32,688 | $32,688 | |
| 50 HOME DEPOT INC | P | 2013-09-09 | 2020-11-16 | $14,023 | $3,663 | $10,360 | $10,360 | |
| 500 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2020-11-16 | $32,252 | $12,015 | $20,237 | $20,237 | |
| 200 MICROSOFT CORP | P | 2006-05-04 | 2020-11-16 | $42,998 | $4,700 | $38,298 | $38,298 | |
| 250 NIKE INC CLASS B | P | 2008-12-02 | 2020-11-16 | $32,117 | $3,122 | $28,995 | $28,995 | |
| 100 STRYKER CORP | P | 2001-01-01 | 2020-11-16 | $23,422 | $10,204 | $13,218 | $13,218 | |
| 25 THERMO FISHER SCNTFC | P | 2018-08-09 | 2020-11-16 | $12,188 | $5,856 | $6,332 | $6,332 | |
| 100 ZOOM VIDEO COMMUNICATION | P | 2017-05-19 | 2020-11-16 | $16,741 | $6,047 | $10,694 | $10,694 | |
| 150 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-10-05 | $74,013 | $16,757 | $57,256 | $57,256 | |
| 100 ACCENTURE LTD CL A | P | 2008-10-10 | 2020-10-05 | $22,348 | $2,979 | $19,369 | $19,369 | |
| 30 ALPHABET INC | P | 2010-12-01 | 2020-10-05 | $44,060 | $8,498 | $35,562 | $35,562 | |
| 100 APPLE COMPUTER INC | P | 2009-01-15 | 2020-10-05 | $11,472 | $289 | $11,183 | $11,183 | |
| 500 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2020-10-05 | $29,419 | $12,015 | $17,404 | $17,404 | |
| 100 MICROSOFT CORP | P | 2001-01-01 | 2020-10-05 | $20,839 | $2,590 | $18,249 | $18,249 | |
| 250 QUALCOMM INC | P | 2018-02-26 | 2020-10-05 | $29,913 | $16,739 | $13,174 | $13,174 | |
| 150 VAIL RESORTS INC | P | 2019-01-18 | 2020-10-05 | $32,744 | $28,411 | $4,333 | $4,333 | |
| 250 ZOOM VIDEO COMMUNICATION | P | 2017-06-20 | 2020-10-05 | $40,817 | $15,785 | $25,032 | $25,032 | |
| 275000 GENERAL MOTORS FI 3.7% | P | 2001-01-01 | 2020-10-24 | $275,000 | $284,126 | -$9,126 | -$9,126 | |
| 100 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-08-28 | $30,045 | $11,171 | $18,874 | $18,874 | |
| 500 UBER TECHNOLOGIES INC | P | 2020-01-08 | 2020-09-09 | $17,447 | $16,558 | $889 | $889 | |
| 100 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-09-09 | $38,178 | $11,171 | $27,007 | $27,007 | |
| 275000 FEDERAL FARM CR 1.55% | P | 2020-06-04 | 2020-09-24 | $275,000 | $275,005 | -$5 | -$5 | |
| 50 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-09-25 | $24,357 | $5,586 | $18,771 | $18,771 | |
| 100 APPLE COMPUTER INC | P | 2009-01-15 | 2020-08-28 | $50,161 | $1,155 | $49,006 | $49,006 | |
| 50 COSTCO WHOLESALE CO | P | 2016-12-15 | 2020-08-28 | $17,341 | $8,051 | $9,290 | $9,290 | |
| 2000 KINDER MORGAN ENERG | P | 2019-01-14 | 2020-08-28 | $27,889 | $33,879 | -$5,990 | -$5,990 | |
| 150 L3HARRIS TECHNOLOGIES INC | P | 2019-08-07 | 2020-08-28 | $27,059 | $31,166 | -$4,107 | -$4,107 | |
| 200 APPLE COMPUTER INC | P | 2009-01-15 | 2020-09-09 | $23,555 | $577 | $22,978 | $22,978 | |
| 100 FIRST REPUBLIC BANK | P | 2012-09-25 | 2020-09-09 | $11,011 | $3,472 | $7,539 | $7,539 | |
| 100 MICROSOFT CORP | P | 1998-08-06 | 2020-09-09 | $21,139 | $2,650 | $18,489 | $18,489 | |
| 75 VAIL RESORTS INC | P | 2019-01-18 | 2020-09-09 | $16,155 | $14,206 | $1,949 | $1,949 | |
| 250 BANK OF AMERICA CORP | P | 2015-06-05 | 2020-09-25 | $5,820 | $4,301 | $1,519 | $1,519 | |
| 250 COMCAST CORP | P | 2019-08-05 | 2020-08-04 | $10,769 | $10,363 | $406 | $406 | |
| 150 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-08-04 | $39,614 | $16,757 | $22,857 | $22,857 | |
| 305000 PNC FUNDING COR 4.375% | P | 2020-01-29 | 2020-08-11 | $305,000 | $309,214 | -$4,214 | -$4,214 | |
| 100 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-08-12 | $23,858 | $11,171 | $12,687 | $12,687 | |
| 500 BANK OF AMERICA CORP | P | 2015-06-05 | 2020-08-04 | $12,472 | $8,601 | $3,871 | $3,871 | |
| 150 NEXTERA ENERGY INC | P | 2011-08-16 | 2020-08-04 | $42,061 | $8,204 | $33,857 | $33,857 | |
| 100 WALT DISNEY CO | P | 2008-10-29 | 2020-08-04 | $11,719 | $2,394 | $9,325 | $9,325 | |
| 100 L3HARRIS TECHNOLOGIES INC | P | 2019-08-07 | 2020-07-08 | $16,427 | $20,778 | -$4,351 | -$4,351 | |
| 100 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2020-07-08 | $26,701 | $11,171 | $15,530 | $15,530 | |
| 275000 US TREASURY 2.25% | P | 2019-10-21 | 2020-06-04 | $306,260 | $285,484 | $20,776 | $20,776 | |
| 250000 US TREASURY NT 1.5% | P | 2019-07-05 | 2020-06-05 | $263,408 | $242,793 | $20,615 | $20,615 | |
| 250000 US TREASURY NT 1.5% | P | 2020-06-05 | 2020-06-10 | $267,305 | $264,600 | $2,705 | $2,705 | |
| 225000 AT&T | P | 2019-08-06 | 2020-06-29 | $228,419 | $227,044 | $1,375 | $1,375 | |
| 500 UBER TECHNOLOGIES INC | P | 2020-01-08 | 2020-05-05 | $13,935 | $16,558 | -$2,623 | -$2,623 | |
| 150000 US TRESURY NT 1.75% | P | 2020-04-02 | 2020-05-05 | $159,650 | $159,639 | $11 | $11 | |
| 275000 ABBVIE INC | P | 2020-05-01 | 2020-05-14 | $275,000 | $274,885 | $115 | $115 | |
| 150 BERKSHIRE HATHAWAY CLASS B | P | 2009-11-12 | 2020-05-05 | $26,533 | $10,192 | $16,341 | $16,341 | |
| 500 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2020-05-05 | $24,464 | $12,015 | $12,449 | $12,449 | |
| 100 STRYKER CORP | P | 2016-07-29 | 2020-05-05 | $18,973 | $11,641 | $7,332 | $7,332 | |
| 150 UNITEDHEALTH GRP | P | 2016-02-26 | 2020-05-05 | $44,246 | $18,282 | $25,964 | $25,964 | |
| 250 WALT DISNEY CO | P | 2008-10-29 | 2020-05-05 | $25,498 | $5,984 | $19,514 | $19,514 | |
| 275000 US TREASURY 2.25% | P | 2019-12-06 | 2020-04-02 | $309,880 | $284,228 | $25,652 | $25,652 | |
| 75000 US TREASURY NOTE 1.25% | P | 2020-03-23 | 2020-04-07 | $77,130 | $77,127 | $3 | $3 | |
| 150 AIR PROD & CHEMICALS | P | 2020-02-10 | 2020-04-15 | $32,049 | $37,669 | -$5,620 | -$5,620 | |
| 250000 FARM CREDIT SYST 1.96% | P | 2020-02-21 | 2020-04-30 | $250,000 | $249,944 | $56 | $56 | |
| 1000 CHARLES SCHWAB CORP | P | 2013-01-29 | 2020-04-15 | $34,349 | $16,475 | $17,874 | $17,874 | |
| 1000 ISHARES RUSSELL 2000 | P | 2001-01-01 | 2020-04-15 | $117,708 | $56,237 | $61,471 | $61,471 | |
| 1000 VANGUARD FTSE EMERGING MARKETS ETF | P | 2016-04-12 | 2020-04-15 | $34,889 | $34,679 | $210 | $210 | |
| 25000 AMGEN INC | P | 2019-08-28 | 2020-03-22 | $25,226 | $25,391 | -$165 | -$165 | |
| 10 ALPHABET INC | P | 2010-12-01 | 2020-03-06 | $12,798 | $2,833 | $9,965 | $9,965 | |
| 250 CHEVRON CORP | P | 2015-11-03 | 2020-03-06 | $23,662 | $24,403 | -$741 | -$741 | |
| 300 CUMMINS INC | P | 2018-10-04 | 2020-03-06 | $44,179 | $45,782 | -$1,603 | -$1,603 | |
| 500 ISHARES MSCI EAFE ETF | P | 2001-01-01 | 2020-03-06 | $30,861 | $31,635 | -$774 | -$774 | |
| 500 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2020-03-06 | $26,666 | $12,015 | $14,651 | $14,651 | |
| 2000 ISHARES MSCI EAFE ETF | P | 2001-01-01 | 2020-03-16 | $96,838 | $87,054 | $9,784 | $9,784 | |
| 500 VANGUARD FTSE EMERGING MARKETS ETF | P | 2016-04-12 | 2020-03-16 | $16,447 | $17,340 | -$893 | -$893 | |
| 200 BOEING CO | P | 2013-04-26 | 2020-03-17 | $23,948 | $18,589 | $5,359 | $5,359 | |
| 250000 AMGEN INC | P | 2001-01-01 | 2020-03-22 | $252,263 | $257,299 | -$5,036 | -$5,036 | |
| 250000 US TREASURY NT 1.375% | P | 2018-12-04 | 2020-03-25 | $252,607 | $242,549 | $10,058 | $10,058 | |
| 250000 US TREAUSRY NT 2.25% | P | 2019-11-07 | 2020-02-21 | $262,305 | $256,279 | $6,026 | $6,026 | |
| 225000 US TREASURY NT 1.625% | P | 2019-09-10 | 2020-02-25 | $230,950 | $223,146 | $7,804 | $7,804 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2020-02-10 | $15,990 | $577 | $15,413 | $15,413 | |
| 50 MICROSOFT CORP | P | 1998-08-06 | 2020-02-10 | $9,350 | $1,325 | $8,025 | $8,025 | |
| 500 TJX COMPANIES INC | P | 2011-12-13 | 2020-02-10 | $30,717 | $7,930 | $22,787 | $22,787 | |
| 100 UNITED HEALTH GROUP INC | P | 2016-02-26 | 2020-02-10 | $28,774 | $12,188 | $16,586 | $16,586 | |
| 75000 MORGAN STANLEY 2.65% | P | 2019-09-26 | 2020-01-27 | $75,000 | $75,155 | -$155 | -$155 | |
| 100 EXXON MOBIL CORP | P | 2008-10-20 | 2020-01-08 | $6,949 | $7,159 | -$210 | -$210 | |
| 300 TRACTOR SUPPLY COMP | P | 2018-07-05 | 2020-01-10 | $27,278 | $22,990 | $4,288 | $4,288 | |
| 100 ACCENTURE PLC CL A | P | 2008-10-10 | 2020-01-15 | $20,710 | $2,979 | $17,731 | $17,731 | |
| 10 ALPHABET INC | P | 2010-12-01 | 2020-01-15 | $14,382 | $2,832 | $11,550 | $11,550 | |
| 25 AMAZON COM INC | P | 2016-08-23 | 2020-01-15 | $46,547 | $19,099 | $27,448 | $27,448 | |
| 50 APPLE INC | P | 2009-01-15 | 2020-01-15 | $15,540 | $577 | $14,963 | $14,963 | |
| 50 COSTCO WHOLESALE CO | P | 2016-12-15 | 2020-01-15 | $15,025 | $8,051 | $6,974 | $6,974 | |
| 400 EXXON MOBIL CORP | P | 2008-10-20 | 2020-01-15 | $27,625 | $28,635 | -$1,010 | -$1,010 | |
| 100 FIRST REPUBLIC BANK | P | 2012-09-25 | 2020-01-15 | $11,721 | $3,472 | $8,249 | $8,249 | |
| 100 STRYKER CORP | P | 2016-07-29 | 2020-01-15 | $20,673 | $11,641 | $9,032 | $9,032 | |
| 300 TRACTOR SUPPLY COMP | P | 2018-07-05 | 2020-01-15 | $27,090 | $22,990 | $4,100 | $4,100 | |
| 50 UNION PACIFIC CORP | P | 2016-11-30 | 2020-01-15 | $9,060 | $5,068 | $3,992 | $3,992 | |
| 50 UNITEDHEALTH GRP | P | 2016-07-29 | 2020-01-15 | $14,818 | $7,183 | $7,635 | $7,635 | |
| 200000 MORGAN STANLEY | P | 2016-09-13 | 2020-01-27 | $200,000 | $202,422 | -$2,422 | -$2,422 | |
| 400 3M COMPANY | P | 2008-10-14 | 2020-01-29 | $65,268 | $24,408 | $40,860 | $40,860 | |
| OFFICE FURNITURE | P | 1997-11-18 | $3,263 | $3,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,390,173 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $349,918 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,794 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,794 | SubtotalAmt |
| Tax Based On Investment Income | $22,794 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,200 | TotalPaymentsAndCreditsAmt |
| Tax Due | $13,594 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | JSGF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5624372882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W BROADWAY STE 312 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ALIS GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | President | 1.00 | $1,000 |
| ERIN GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
| DENNIS ROCKWAY | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
| ALEX NORMAN | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
| BURKE GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | CFO | 1.00 | $1,000 |
| LEE GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Vice President | 1.00 | $1,000 |
| JULIE MEENAN | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Executive Dir. | 40.00 | $89,524 |
| LYNN SHAW | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVINGTON CAPITAL MANAGEMENT | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA ST STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $72,230 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,688,735 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $170,220 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,858,955 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $14,858,955 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $222,884 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,636,071 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $731,804 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $731,804 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,794 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,794 | TotalTaxAmt |
| Distributable Before Adj | $709,010 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $709,010 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $709,010 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,204,403 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,204,403 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $1,204,403 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $709,010 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $74,916 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $2,305 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $54,303 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $55,206 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $186,730 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,204,403 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $709,010 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $495,393 | RemainingDistriFromCorpusAmt |
| Total Corpus | $682,123 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $74,916 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $607,207 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $2,305 | ExcessFromYear3Amt |
| Excess From Year2 | $54,303 | ExcessFromYear2Amt |
| Excess From Year1 | $55,206 | ExcessFromYear1Amt |
| Excess From Current Year | $495,393 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPHINE S GUMBINER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W BROADWAY STE 312 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908024438 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5624374212 | RecipientPhoneNum |
| Recipient Email Address | josephinesgumbiner@gmail.com | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE STATEMENT #11 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE-BOARD MEETINGS QUARTERLY TO CONSIDER NEW FUNDING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE WILL BE GIVEN TO 501(C)(3) ORGANIZATIONS INVOLVED IN PROGRAMS FOR PROTECTING AND ENRICHING THE LIVES OF WOMEN AND CHILDREN IN THE LONG BEACH AREA OF SOUTHERN CALIFORNIA, AND PARTICULARLY PROGRAMS FOCUSING ON DAY CARE, EDUCATION, HOUSING, RECREATION, THE ARTS AND HEALTH CARE. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, POLITICAL CAMPAIGNS, LOBBYING EFFORTS OR ANY ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEXUAL ORIENTATION OR NATIONAL ORIGIN.THE FOUNDATION IS PRIMARILY INTERESTED IN AWARDING GRANTS IN AMOUNTS UP TO $50,000. FOR GRANTS OF $25,000 OR MORE, THE FOUNDATION MAY ELECT TO DISTRIBUTE THE DESIGNATED FUNDS IN A SERIES OF PAYMENTS OVER THE LIFE OF THE PROJECT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (65 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUARIUM OF THE PACIFIC | |||||||
| 321 GOLDEN SHORE STE 150 | LONG BEACH | CA | 90803 | NONE | PC | GENERAL DONATION | $5,000 |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | PC | GENERAL DONATION | $5,000 |
| LONG BEACH SYMPHONY ORCHESTRA | |||||||
| 249 E OCEAN BLVD STE 200 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $5,000 |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $10,000 |
| BAKER FOUNDATION | |||||||
| 1230 E WARDLOW RD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $5,000 |
| CSULB | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | NONE | PC | GENERAL DONATION | $2,500 |
| LONG BEACH PLAYHOUSE | |||||||
| 5021 E ANAHEIM STREET | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $5,000 |
| RANCHO LOS CERRITOS | |||||||
| 4600 N VIRGINIA ROAD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $2,500 |
| SHARED SCIENCE | |||||||
| 5318 E 2ND STREET 602 | LONG BEACH | CA | 90803 | NONE | PC | GENERAL DONATION | $5,000 |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVE 782 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $10,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL DONATION | $22,500 |
| URBAN COMMUNITY OUTREACH | |||||||
| 241 CEDAR AVENUE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $25,000 |
| WINTER | |||||||
| 3655 S GRAND AVENUE 210 | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL DONATION | $5,000 |
| WOMEN SHELTER OF LONG BEACH | |||||||
| PO BOX 32107 | LONG BEACH | CA | 90832 | NONE | PC | GENERAL DONATION | $20,000 |
| CALIFORNIA ASSOCIATION OF NONPROFIT | |||||||
| 1500 41ST AVENUE STE 280 | CAPITOLA | CA | 95010 | NONE | PC | GENERAL DONATION | $1,000 |
| ABILITY FIRST | |||||||
| 3770 E WILLOW STREET | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $20,000 |
| BOYS & GIRLS CLUBS | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $20,000 |
| CATHOLIC CHARITIES | |||||||
| 1531 JAMES M WOOD BLVD | LOS ANGELES | CA | 90015 | NONE | PC | GENERAL DONATION | $35,000 |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD STREET | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $20,000 |
| FOOD FINDERS | |||||||
| 2301 E 28TH STREET STE 303 | SIGNAL HILL | CA | 90755 | NONE | PC | GENERAL DONATION | $30,000 |
| FOR THE CHILD | |||||||
| 4656 CALIFORNIA AVE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $25,000 |
| HELPLINE YOUTH COUNSELING | |||||||
| 14181 TELEGRAPH RD | WHITTIER | CA | 90604 | NONE | PC | GENERAL DONATION | $10,000 |
| JEWISH FAMILY & CHILDRENS SERVICES | |||||||
| 3801 E WILLOW STREET | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $30,000 |
| LONG BEACH CITY COLLEGE | |||||||
| 1305 EAST PACIFIC COAST HWY | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $15,000 |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $15,000 |
| MEALS ON WHEELS | |||||||
| 317 TERMINO AVE | LONG BEACH | CA | 90814 | NONE | PC | GENERAL DONATION | $25,000 |
| PEDIATRIC THERAPY NETWORK | |||||||
| 1406 OBISPO AVE | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $10,000 |
| PLANNED PARENTHOOD | |||||||
| 400 W 30TH STREET | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL DONATION | $30,000 |
| RISING TIDE | |||||||
| 607 E 3RD STREET | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $15,000 |
| SHELTER PARTNERSHIP | |||||||
| 523 WEST SIXTH STREET STE 616 | LOS ANGELES | CA | 90014 | NONE | PC | GENERAL DONATION | $20,000 |
| SU CASA | |||||||
| 3840 WOODRUFF AVE STE 203 | LONG BEACH | CA | 90808 | NONE | PC | GENERAL DONATION | $20,000 |
| UNITED CAMBODIAN COMMUNITY | |||||||
| 2201 E ANAHEIM AVE 200 | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $20,000 |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $25,000 |
| MISC SMALL GRANTS-VARIOUS ORGANIZAT | |||||||
| 333 W BROADWAY 312 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $2,060 |
| A NEW WAY OF LIFE REENTRY PROGRAM | |||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | NONE | PC | GENERAL DONATION | $15,000 |
| CENTRO CHA | |||||||
| 1633 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $20,000 |
| CITY HEART | |||||||
| 2201 E WILLOW STREET STE D301 | SIGNAL HILL | CA | 90755 | NONE | PC | GENERAL DONATION | $12,000 |
| ESP EDUCATION & LEADERSHIP INSTITUTE | |||||||
| 7941 E CRAMER STREET | LONG BEACH | CA | 90808 | NONE | PC | GENERAL DONATION | $15,000 |
| LEGAL AID FDN OF LA | |||||||
| 1550 W 8TH STREET | LOS ANGELES | CA | 90017 | NONE | PC | GENERAL DONATION | $20,000 |
| LIBRE-SOCIAL & ENVIRONMNTL ENTREPRENEURS | |||||||
| 333 WEST BROADWAY 204 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $10,000 |
| LONG BEACH BAR FDN | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $10,000 |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD STE 201 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $15,000 |
| MENTAL HEALTH AMERICA | |||||||
| 100 W BROADWAY STE 5010 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $25,000 |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVENUE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $10,000 |
| THE CHILDRENS CLINIC | |||||||
| 2810 ATLANTIC AVENUE | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $20,000 |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVENUE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $20,000 |
| YMCA COMMUNITY DEVELOPMENT | |||||||
| 820 LONG BEACH BLVD | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $5,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 NORTH ALAMEDA STREET 230 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL DONATION | $2,200 |
| SOUTH COAST INTERFAITH COUNCIL | |||||||
| 759 LINDEN AVE | LONG BEACH | CA | 90813 | NONPROFIT | PC | GENERAL DONATION | $7,500 |
| ARTS COUNCIL FOR LONG BEACH | |||||||
| 115 PINE AVE 350 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $5,000 |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING ST | LONG BEACH | CA | 90815 | NONPROFIT | PC | GENERAL DONATION | $25,000 |
| CA AQUATIC THERAPY & WELLNESS CENTER | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90815 | NONPROFIT | PC | GENERAL DONATION | $20,000 |
| CHILDRENS DENTAL HEALTH FDN | |||||||
| 455 E COLUMBIA ST | LONG BEACH | CA | 90806 | NONPROFIT | PC | GENERAL DONATION | $15,000 |
| CHILD LANE | |||||||
| 2545 PACIFIC AVENUE | LONG BEACH | CA | 90806 | NONPROFIT | PC | GENERAL DONATION | $20,000 |
| ELITE SKILLS DEVELOPMENT | |||||||
| 3515 LINDEN AVE 56 | LONG BEACH | CA | 90807 | NONPROFIT | PC | GENERAL DONATION | $25,000 |
| FOOD CHAIN WORKERS ALLIANCE | |||||||
| 3055 WILSHIRE BLVD 300 Q | LOS ANGELES | CA | 90010 | NONPROFIT | PC | GENERAL DONATION | $25,000 |
| HARBOR INTERFAITH SHELTER | |||||||
| 670 W 9TH STREET | SAN PEDRO | CA | 90731 | NONPROFIT | PC | GENERAL DONATION | $20,000 |
| HEART OF IDA | |||||||
| 1150 E 4TH STREET | LONG BEACH | CA | 90802 | NONPROFIT | PC | GENERAL DONATION | $5,000 |
| HUMAN I-T | |||||||
| 230 E 3RD ST SUITE A | LONG BEACH | CA | 90802 | NONPROFIT | PC | GENERAL DONATION | $2,500 |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | NONPROFIT | PC | GENERAL DONATION | $2,500 |
| LONG BEACH COMMUNITY FOUNDATION | |||||||
| 400 OCEANGATE 800 | LONG BEACH | CA | 90802 | NONPROFIT | PC | GENERAL DONATION | $10,000 |
| LONG BEACH FORWARD | |||||||
| 425 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONPROFIT | PC | GENERAL DONATION | $25,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 247 E AMERIGE AVE | FULLERTON | CA | 92832 | NONPROFIT | PC | GENERAL DONATION | $20,000 |
| QUALITY OF LIFE TEAM | |||||||
| PO BOX 15418 | LONG BEACH | CA | 90815 | NONPROFIT | PC | GENERAL DONATION | $2,500 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 EAST CONANT STREET 225 | LONG BEACH | CA | 90808 | NONPROFIT | PC | GENERAL DONATION | $25,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $969,760 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $325,409 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,390,173 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,715,582 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,715,582 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $7,015 | Amt |
| Net Investment Income | $3,508 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,015 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAPTOP | PropertyDesc |
| Acquired | 2019-03-31 | AcquiredDt |
| Cost Or Other Basis | $1,318 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $198 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $264 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $2,673 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $1,817 | AccumulatedDepreciationAmt |
| Book Value | $856 | BookValueAmt |
| EOYFMV | $856 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECEIVABLE, DUPLICATE CC CHARGE | Desc |
| EOY Book Value | $476 | EOYBookValueAmt |
| EOYFMV | $476 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ASSOCIATIONS, MMBRSHPS & DUES | $1,725 | $1,725 |
| BANK CHARGES | $317 | $317 |
| BOOKS, SUBSCRIPTIONS & POSTAGE | $891 | $891 |
| EDUCATION AND CONFERENCES | $2,934 | $2,934 |
| EMPLOYEE BENEFITS | $14,143 | $14,143 |
| INSURANCE | $4,138 | $4,138 |
| MEETINGS & CONFERENCES | $841 | $841 |
| MILEAGE & PARKING | $3 | $3 |
| PAYROLL SERVICE FEES | $1,297 | $1,297 |
| SPONSORSHIP & CONTRIBUTIONS | $4,315 | $4,315 |
| SUPPLIES, EQUP & MAINT | $5,487 | $5,487 |
| TELEPHONE EXPENSES | $1,256 | $1,256 |
| WEBSITE EXPENSES | $219 | $219 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EXCISE TAX PAYABLE | Desc |
| EOY Book Value | $13,594 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL MGMT FEE | CategoryTxt |
| Amt | $72,230 | Amt |
| Net Investment Income | $72,230 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYER PAYROLL TAXES | $12,153 | $12,153 |
| FEDERAL EXCISE TAXES & STATE TAX | $22,794 | |
| FOREIGN TAXES | $128 | |
| STATES TAX & FEES | $85 |
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