John Gogian Family Foundation: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- John Gogian Family Foundation (EIN 95-3759369)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-05-13
- IRS object ID
- 202141339349102384
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-05-13T19:59:57-07:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 201816369 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | POSADA ADELMAN INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 14011 Ventura Blvd Suite 221 | AddressLine1Txt |
| City | Sherman Oaks | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | 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 | 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 | 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 |
| 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 | DAN | PersonFirstNm |
| Person Last | MUELLER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Adelman CPA JD | PreparerPersonNm |
| PTIN | P01257920 | PTIN |
| Phone | 8189869720 | 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 | $4,058,760 | 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 | $1,000,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $20,632 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,632 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $102,459 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $102,459 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $815,251 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,507,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $815,251 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,938,342 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $938,342 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $166,272 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $33,254 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $133,018 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $64,575 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,458 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $58,117 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $10,191 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $1,019 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $9,172 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $385 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $39 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $346 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $9,850 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,245 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,605 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,803 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $31,301 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $3,502 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,148 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,960 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $15,256 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $447 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $447 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $47,418 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,730 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $39,688 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $351,089 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $87,006 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $264,151 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,000,190 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,000,190 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,351,279 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $87,006 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,264,341 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,412,937 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $851,336 | NetInvestmentIncomeAmt |
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 | $1,219,245 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $318,755 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $318,755 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $198,931 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $62,849 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $68,369 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,320,506 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,193,453 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,787,413 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $505,786 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $587,540 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $618,288 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,643,833 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,124,609 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,265,735 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,332 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $4,888,501 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,287,406 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,058,760 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $770 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $106 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $770 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $106 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $4,887,731 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,287,300 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,887,731 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,287,300 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,888,501 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,287,406 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,887,731 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,412,937 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,474,794 | SubtotalAmt |
| Other Decreases | $187,494 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $3,287,300 | 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 |
|---|---|---|---|---|---|---|---|
| FIRST REPUBLIC #2189 ST | P | 2020-01-01 | 2020-06-30 | $412,034 | $433,364 | -$21,330 | -$21,330 |
| FIRST REPUBLIC #2189 LT COVERED | P | 2011-01-01 | 2020-12-31 | $1,747,720 | $1,292,522 | $455,198 | $455,198 |
| SCHWAB #4251 ST | P | 2020-01-01 | 2020-06-30 | $235,311 | $231,826 | $3,485 | $3,485 |
| SCHWAB #4251 LT | P | 2011-01-01 | 2020-12-31 | $1,538,980 | $1,367,428 | $171,552 | $171,552 |
| FIRST REPUBLIC #2189 LT NONCOVERED | P | 2011-01-01 | 2020-12-31 | $573,362 | $367,016 | $206,346 | $206,346 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $815,251 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$17,845 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $11,834 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $11,834 | SubtotalAmt |
| Tax Based On Investment Income | $11,834 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,721 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $5,721 | TotalPaymentsAndCreditsAmt |
| Tax Due | $6,113 | 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 |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GOGIANFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LINDSEY STAMMERJOHN | 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 STE 124 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90505 | 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 (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN J GOGIAN DECEASED | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | FOUNDER | 0.00 | $0 |
| KATHLEEN D CRANE | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | CHAIRWOMAN | 1.00 | $2,000 |
| CAROLE JOUROYAN | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | Director | 1.00 | $2,000 |
| DAN MUELLER | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | President | 1.00 | $2,000 |
| GARY NELSON | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | Treasurer | 1.00 | $2,000 |
| LINDSEY STAMMERJOHN | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | Director | 40.00 | $136,460 |
| REBECCA SCHROFF | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | Secretary | 1.00 | $2,000 |
| THOMAS CODY | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | Director | 1.00 | $2,000 |
| GREG ALESSANDRA | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | Director | 1.00 | $2,000 |
| SUE CODY | ||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | CFO | 12.00 | $15,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | SCHOLARSHIP PROGRAMSTUDENTS ARE TO BE SELECTED BY THE SCHOLARSHIP COMMITTEE | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,093,008 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $781,936 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,517,729 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,392,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $5,392,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $80,890 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,311,783 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $265,589 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $265,589 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $11,834 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $11,834 | TotalTaxAmt |
| Distributable Before Adj | $253,755 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $253,755 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $253,755 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,264,341 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,264,341 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $3,264,341 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $253,755 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,404,426 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,861,496 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,895,215 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,906,159 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,955,569 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $9,022,865 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,264,341 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $253,755 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,010,586 | RemainingDistriFromCorpusAmt |
| Total Corpus | $12,033,451 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,404,426 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $10,629,025 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,861,496 | ExcessFromYear4Amt |
| Excess From Year3 | $1,895,215 | ExcessFromYear3Amt |
| Excess From Year2 | $1,906,159 | ExcessFromYear2Amt |
| Excess From Year1 | $1,955,569 | ExcessFromYear1Amt |
| Excess From Current Year | $3,010,586 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J GOGIAN DECEASED | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LINDSEY STAMMERJOHN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2531 W 237TH STREET STE 124 | AddressLine1Txt |
| City | TORRANCE | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90505 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 3103250954 | RecipientPhoneNum |
| Recipient Email Address | LSTAMMERJOHN@GOGIANFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | ALL REQUIREMENTS ARE LISTED AT WWW.GOGIANFOUNDATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | FEBRUARY 17 FOR THE 2020 YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANY RESTRICTIONS POSTED AT WWW.GOGIANFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (76 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A Window Between Worlds | |||||||
| 710 4th Avenue Ste 5 | Venice | CA | 90291 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $65,000 |
| Able ARTS Work | |||||||
| 3626 E Pacific Coast Highway | Long Beach | CA | 90804 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $84,750 |
| Achievable Foundation | |||||||
| 5901 Green Valley Circle Ste 405 | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $45,000 |
| Activities Recreation and Care | |||||||
| 6456 Whitsett Ave | Hollywood | CA | 91606 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $71,000 |
| Armenian Relief Development Associa | |||||||
| PO Box 5727 | Pasadena | CA | 91117 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $55,000 |
| Cal Poly Pomona | |||||||
| 3801 West Temple Ave | Pomona | CA | 91768 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| Cal St University Long Beach | |||||||
| 1250 Bellflower Blvd | Long Beach | CA | 90815 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| Caring House Inc | |||||||
| 2842 El Dorado Street | Torrance | CA | 90503 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $17,000 |
| Carousel Ranch | |||||||
| 34289 Rocking Horse Road | Agua Dulce | CA | 91390 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $82,500 |
| Casa de los Angelitos | |||||||
| 954 Koleeta Drive | Harbor City | CA | 90710 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $7,500 |
| CASA of Los Angeles | |||||||
| 201 Centre Plaza Drive 1100 | Monterey Park | CA | 91754 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $87,500 |
| Center for the Pacific Asian Family | |||||||
| 3424 Wilshire Blvd Suite 1000 | Los Angeles | CA | 90010 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $97,500 |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| Community Senior Services | |||||||
| 141 Spring Street | Claremont | CA | 91711 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Cornell University | |||||||
| Scholarship Division | Ithaca | NY | 14851 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| Dream Street Foundation | |||||||
| 324 S Beverly Drive Suite 500 | Beverly Hills | CA | 90212 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Echo | |||||||
| PO Box 26938 | Los Angeles | CA | 90026 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Executive Service Corps of Southern | |||||||
| 1000 N Alameda St Ste 330 | Los Angeles | CA | 90004 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Exponent Philanthropy | |||||||
| 1720 N St NW | Washington | DC | 20036 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Extraordinary Families | |||||||
| 221 N Ardmore Ave | Los Angeles | CA | 90004 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $80,000 |
| For The Child Inc | |||||||
| 4565 California Ave | Long Beach | CA | 90807 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $60,000 |
| FosterAll | |||||||
| 1544 W Glenoaks Blvd | Glendale | CA | 91201 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $37,500 |
| Friends of Warm Hearth | |||||||
| PO Box 1081 | Flagstaff | AZ | 86002 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $78,625 |
| Georgetown University | |||||||
| Box 571252 | Washington | DC | 20057 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| Homeboy Industries Inc | |||||||
| 130 West Bruno St | Los Angeles | CA | 90012 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| International Trade Education Progr | |||||||
| 2417 E Carson Street Ste 200 | Culver City | CA | 90232 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $79,500 |
| Kidsave International Inc | |||||||
| 100 Corporate Pointe Ste 380 | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| LA GOAL | |||||||
| 4911 Overland Avenue | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $65,000 |
| Learning Rights Law Center | |||||||
| 1625 W Olympic Blvd Suite 500 | Los Angeles | CA | 90015 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $45,000 |
| Lincoln Training Center | |||||||
| 2643 Loma Avenue | Beverly Hills | CA | 90210 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $89,750 |
| Los Angeles Challenge The | |||||||
| 501 Deep Valley Drive Ste 202 | Rolling Hills Estate | CA | 90274 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| Los Angeles Youth Network | |||||||
| 1853 Taft Avenue | Los Angeles | CA | 90028 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $67,500 |
| Marycrest Manor Inc | |||||||
| 10664 Saint James Drive | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $64,000 |
| My Friend's Place | |||||||
| PO Box 3867 | Hollywood | CA | 90078 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $101,250 |
| Mychal's Learning Place | |||||||
| 4901 West Rosecrans | Hawthorne | CA | 90250 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $82,500 |
| Norcal Armenian Senior Services | |||||||
| 1818 Gilbreth Road Ste 132 | Burlingame | CA | 94010 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| ONEgeneration | |||||||
| 17400 Victory Blvd | Van Nuys CA | CA | 91406 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $74,550 |
| OPARC | |||||||
| 9029 Vernon Avenue | Windsor Hills | CA | 90043 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $72,250 |
| OPICA Adult Day Care Center | |||||||
| 11759 Missouri Ave | Los Angeles | CA | 90025 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $65,000 |
| Pediatric Therapy Network | |||||||
| 1815 W 213th Street Ste 100 | Torrance | CA | 90501 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $97,500 |
| Providence TrinityCare Hospice Fd | |||||||
| 5315 Torrance Blvd B-1 | Torrance | CA | 90503 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Rainbow Services Ltd | |||||||
| 453 West 7th Street | San Pedro | CA | 90731 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $65,000 |
| Richstone Family Center | |||||||
| 13620 Cordary Ave | Hawthorne | CA | 90250 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $72,500 |
| Santa Clarita Senior Center | |||||||
| 22900 Market Street | Santa Clarita | CA | 91321 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $67,500 |
| Serenity Infant Care Homes | |||||||
| 600 South Grand Avenue | Los Angeles | CA | 90017 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $30,000 |
| Special Children's League | |||||||
| PO Box 2526 | Palos Verdes Estates | CA | 90274 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Special Needs Network | |||||||
| 4401 Crenshaw Blvd Suite 215 | Los Angeles | CA | 90043 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| St Barnabas Senior Services | |||||||
| 675 S Carondelet Street | Los Angeles | CA | 90057 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $51,000 |
| St James Ladies Society | |||||||
| 4950 West Slauson Ave | Los Angeles | CA | 90056 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| St John's University | |||||||
| PO Box 5000 | Collegeville | MN | 56321 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $12,000 |
| St Margaret's Center | |||||||
| 10217 S Inglewood Ave | Inglewood | CA | 90304 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Switzer Center | |||||||
| 2201 Amapola Court | Torrance | CA | 90501 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Tierra Del Sol Foundation | |||||||
| 9919 Sunland Blvd | SunlandTujunga | CA | 91040 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $73,500 |
| Toberman Neighborhood Center | |||||||
| 131 North Grand Avenue | San Pedro | CA | 90731 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $66,000 |
| U C Regents Los Angeles | |||||||
| PO Box 951435 | Los Angeles | CA | 90095 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,000 |
| UC Regents Irvine | |||||||
| 102 Administration Bldg | Irvine | CA | 92697 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| University of CA San Diego | |||||||
| 9500 Gilmar Drive Dept 0026 | San Diego | CA | 92161 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| WISE Healthy Aging | |||||||
| 1527 4th Street 2nd Floor | Santa Monica | CA | 90401 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $67,500 |
| Su Casa Ending Domestic Violence | |||||||
| 3750 E Anaheim St Suite 100 | Long Beach | CA | 90804 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $65,000 |
| UC Regents - Berkeley | |||||||
| University of California Berkeley | Berkeley | CA | 94720 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| UC Regents - Santa Barbara | |||||||
| UC - Santa Barbara | Santa Barbara | CA | 93106 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| UC Regents - Davis | |||||||
| 1 Shields Ave | Davis | CA | 95616 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| STAR | |||||||
| 10101 Jefferson Blvd | Culver City | CA | 90232 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $79,000 |
| WomenShelter of Long Beach | |||||||
| 4201 Long Beach Blvd Suite 102 | Long Beach | CA | 90807 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $69,000 |
| The Campbell Center | |||||||
| 6512 San Fernando Rd | Glendale | CA | 91201 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $3,000 |
| Emory University | |||||||
| 201 Dowman Dr | Atlanta | GA | 30322 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Exceptional Minds | |||||||
| 13400 Riverside Dr 211 | Sherman Oaks | CA | 91423 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Franklin and Marshall College | |||||||
| 637 College Ave | Lancaster | PA | 17603 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Friendship Foundation | |||||||
| 2108 Vail Ave | Redondo Beach | CA | 90278 | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $45,000 | |
| HEAR Center | |||||||
| 301 E Del Mar Blvd | Pasadena | CA | 91101 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $82,500 |
| Hope House for the Multiple Handica | |||||||
| 4215 Peck Road | El Monte | CA | 91732 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $68,625 |
| The Nonprofit Partnership | |||||||
| 4900 East Contant Street 225 | Long Beach | CA | 90808 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,390 |
| St Raphael Catholic School | |||||||
| 942 W 70th St | Los Angeles | CA | 90044 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| United Friends of the Children | |||||||
| 1055 Wilshire Blvd 1955 | Los Angeles | CA | 90017 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Verbum Dei High School | |||||||
| 11100 S Central Ave | Los Angeles | CA | 90059 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| SHANE'S INSPIRATION | |||||||
| 4801 GRIFFITH PARK DRIVE | LOS ANGELES | CA | 90026 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,000,190 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,632 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $102,459 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $815,251 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $938,342 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $938,342 | 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 |
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 Person | JOHN GOGIAN DECEASED | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| 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) |
|---|---|---|
| Total Contributions | $1,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $928,439 | FairMarketValueAmt |
| Received | 2020-01-22 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING AND TAX PREP FEES | $7,100 | $4,970 | $0 | $2,130 |
| BOOKKEEPING FEES | $2,750 | $275 | $0 | $2,475 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST REPUBLIC | BondNm |
| EOY Book Value | $587,540 | EOYBookValueAmt |
| EOYFMV | $618,288 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB | $340,914 | $655,774 |
| FIRST REPUBLIC | $852,539 | $1,131,639 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $62,849 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $68,369 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB BOND&EQUITY FUNDS | AT COST | $983,108 | $1,109,285 |
| SCHWAB ETF'S | AT COST | ||
| SCHWAB - OTHER ASSETS | AT COST | $141,501 | $156,450 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Furniture and Fixtures | CategoryOrItemTxt |
| Cost Or Other Basis | $27,332 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $27,332 | AccumulatedDepreciationAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legal Fees | $385 | LegalFeesAmt |
| Net Investment Income | $39 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $346 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| book/tax income adjustment | $367 |
| STOCK DONATION ADJUSTMENT TO TAX BASIS | $187,127 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ASSOCIATION DUES | $915 | $915 | |
| BOOKS/SUBSCRIPTIONS/VIDEOS | $859 | $687 | $172 |
| COMPUTER SOFTWARE | $4,224 | $3,802 | $422 |
| DIRECTORS VISITATION | $197 | $197 | |
| FILING FEES | $165 | $165 | |
| GRANTS & SCHOLARSHIP EXPENSES | $2,438 | $2,438 | |
| INSURANCE | $4,701 | $3,761 | $940 |
| JANITORIAL | $114 | $91 | $23 |
| OFFICE EQUIPMENT | $2,194 | $1,755 | $439 |
| PAYROLL SERVICE FEES | $3,576 | $3,218 | $358 |
| Rental Expenses | $22,748 | $18,198 | $4,550 |
| SECURITY | $693 | $554 | $139 |
| SUPPLIES | $1,509 | $1,207 | $302 |
| TELEPHONE | $1,770 | $1,593 | $177 |
| UTILITIES | $1,040 | $832 | $208 |
| WEBSITE DESIGN | $275 | $275 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| BOY Book Value | $770 | BOYBookValueAmt |
| EOY Book Value | $106 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $3,891 | $389 | $0 | $3,502 |
| INVESTMENT MANAGEMENT FEES FIRST REP | $17,027 | $17,027 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES SCHWAB | $13,885 | $13,885 | $0 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GOGIAN DECEASED | PersonNm |
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 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $68 | ||
| FOREIGN TAX | $265 | $265 | |
| PAYROLL TAXES | $16,951 | $1,695 | $15,256 |
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