John Gogian Family Foundation: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- John Gogian Family Foundation (EIN 95-3759369)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-07-06
- IRS object ID
- 202001899349100100
- Schema version
- 2019v5.0
- 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
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-06T21:01:51-07:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | 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 | LINDSEY STAMMERJOHN | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2020-07-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Kurt Adelman CPA JD | PreparerPersonNm |
| PTIN | P01257920 | PTIN |
| Phone | 8189869720 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | 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 | $6,000,971 | 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 |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $20,854 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $20,854 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $116,187 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $116,187 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $340,478 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,284,913 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $340,478 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,477,519 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $477,519 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $147,512 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,502 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $118,010 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $59,153 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $5,915 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $53,238 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $9,462 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $946 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $8,516 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $29,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,070 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $14,430 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $34,766 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $34,766 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $28,129 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,533 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $883 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $883 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $108,161 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $8,442 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $99,720 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $417,566 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $97,224 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $308,330 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,939,339 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,939,339 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,356,905 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $97,224 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,247,669 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$879,386 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $380,295 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198 | CashBOYAmt |
| Cash EOY | $200 | CashEOYAmt |
| Cash EOYFMV | $200 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $1,199,087 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,219,245 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,219,245 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $269,221 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $198,931 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $203,465 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,490,126 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,320,506 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,230,750 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $582,398 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $505,786 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $519,972 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,225,468 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,643,833 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,827,339 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,332 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $5,766,498 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,888,501 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,000,971 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $114 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $770 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $114 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $770 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $5,766,384 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,887,731 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,766,384 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,887,731 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,766,498 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,888,501 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,766,384 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$879,386 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,500 | OtherIncreasesAmt |
| Subtotal | $4,888,498 | SubtotalAmt |
| Other Decreases | $767 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $4,887,731 | 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 |
|---|---|---|---|---|---|---|---|
| SCHWAB #4251 ST | P | 2019-01-01 | 2019-06-30 | $195,351 | $182,612 | $12,739 | $12,739 |
| SCHWAB #4251 LT | P | 2008-01-01 | 2019-12-31 | $1,511,157 | $1,269,467 | $241,690 | $241,690 |
| FIRST REPUBLIC #2189 ST | P | 2019-01-01 | 2019-06-30 | $150,000 | $150,000 | ||
| FIRST REPUBLIC #2189 LT COVERED | P | 2009-01-01 | 2019-12-31 | $390,094 | $329,773 | $60,321 | $60,321 |
| FIRST REPUBLIC #2189 LT NON COVERED | P | 2009-01-01 | 2019-12-31 | $38,311 | $12,583 | $25,728 | $25,728 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $340,478 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $12,739 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,231,564 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,893,221 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.32373 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,222,145 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,826,925 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.32550 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $2,220,967 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,608,896 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.29189 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,821,062 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $8,445,237 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.21563 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,771,772 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,299,438 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.19053 | DistributionYr5Rt |
| Total Distribution | 1.347278 | TotalDistributionRt |
| Average Distribution | 0.269456 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,918,051 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,594,654 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,803 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,598,457 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,247,669 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,803 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,803 | SubtotalAmt |
| Tax Based On Investment Income | $3,803 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,524 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,524 | TotalPaymentsAndCreditsAmt |
| Overpayment | $5,721 | OverpaymentAmt |
| Applied To ES Tax | $5,721 | AppliedToESTaxAmt |
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 | false | 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 (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt |
|---|---|---|---|---|---|---|---|
| JOHN J GOGIAN | |||||||
| 2531 W 237TH ST STE 124 | TORRANCE | CA | 90505 | FOUNDER | 1.00 | $1,000 | |
| 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 | $132,512 | $7,455 |
| 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 | |
| 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 | $4,588 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $2,447,060 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $564,194 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,996,920 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,008,174 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,008,174 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $90,123 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,918,051 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $295,903 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $295,903 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,803 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,803 | TotalTaxAmt |
| Distributable Before Adj | $292,100 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $292,100 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $292,100 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,247,669 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,247,669 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,803 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,243,866 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $292,100 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,333,396 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,404,426 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,861,496 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,895,215 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,906,159 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $8,400,692 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,247,669 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $292,100 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,955,569 | RemainingDistriFromCorpusAmt |
| Total Corpus | $10,356,261 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,333,396 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $9,022,865 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,404,426 | ExcessFromYear4Amt |
| Excess From Year3 | $1,861,496 | ExcessFromYear3Amt |
| Excess From Year2 | $1,895,215 | ExcessFromYear2Amt |
| Excess From Year1 | $1,906,159 | ExcessFromYear1Amt |
| Excess From Current Year | $1,955,569 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J GOGIAN | ContributingManagerNm |
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.GOGIANFOUNDIATION.ORG | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | 1/12 AND 6/28 EACH YEAR | SubmissionDeadlinesTxt |
| Restrictions On Awards | ANY RESTRICTIONS POSTED AT WWW.GOGIANFOUNDATION.ORG | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (88 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 | $35,000 |
| Able ARTS Work | |||||||
| 3626 E Pacific Coast Highway | Long Beach | CA | 90804 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $38,750 |
| Achievable Foundation | |||||||
| 5901 Green Valley Circle Ste 405 | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| Activities for Retarded Children | |||||||
| 6456 Whitsett Ave | Hollywood | CA | 91606 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $77,500 |
| Armenian Relief Development Associa | |||||||
| PO Box 5727 | Pasadena | CA | 91117 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $35,000 |
| Cal Poly Pomona | |||||||
| 3801 West Temple Ave | Pomona | CA | 91768 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Cal St University Long Beach | |||||||
| 1250 Bellflower Blvd | Long Beach | CA | 90815 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Canine Angels Service Teams | |||||||
| PO Box 5256 | Diamond Bar | CA | 91765 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Caring House Inc | |||||||
| 2842 El Dorado Street | Torrance | CA | 90503 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| Carousel Ranch | |||||||
| 34289 Rocking Horse Road | Agua Dulce | CA | 91390 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $25,000 |
| Casa de los Angelitos | |||||||
| 954 Koleeta Drive | Harbor City | CA | 90710 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $7,000 |
| CASA of Los Angeles | |||||||
| 201 Centre Plaza Drive 1100 | Monterey Park | CA | 91754 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $40,000 |
| Center for the Pacific Asian Family | |||||||
| 3424 Wilshire Blvd Suite 1000 | Los Angeles | CA | 90010 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $40,000 |
| 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 | $15,000 |
| 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 | $16,750 |
| Executive Service Corps of Southern | |||||||
| 1000 N Alameda St Ste 330 | Los Angeles | CA | 90004 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Exponent Philanthropy | |||||||
| 1720 N St NW | Washington | DC | 20036 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Extraordinary Families | |||||||
| 221 N Ardmore Ave | Los Angeles | CA | 90004 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $39,500 |
| For The Child Inc | |||||||
| 4565 California Ave | Long Beach | CA | 90807 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $46,005 |
| FosterAll | |||||||
| 1544 W Glenoaks Blvd | Glendale | CA | 91201 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $25,000 |
| Friends of Warm Hearth | |||||||
| PO Box 1081 | Flagstaff | AZ | 86002 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $30,000 |
| George Washington University | |||||||
| 800 21st Street NW | Washington | DC | 20052 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| Heart of Los Angeles | |||||||
| 2701 Wilshire Blvd Suite 100 | Los Angeles | CA | 90057 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| Georgetown University | |||||||
| Box 571252 | Washington | DC | 20057 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $11,856 |
| Homeboy Industries Inc | |||||||
| 130 West Bruno St | Los Angeles | CA | 90012 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| International Trade Education Progr | |||||||
| 2417 E Carson Street Ste 200 | Culver City | CA | 90232 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $25,000 |
| Journey House Inc | |||||||
| 1232 North Los Robles Ave | Pasadena | CA | 91104 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Kidsave International Inc | |||||||
| 100 Corporate Pointe Ste 380 | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| LA GOAL | |||||||
| 4911 Overland Avenue | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $28,000 |
| Learning Rights Law Center | |||||||
| 1625 W Olympic Blvd Suite 500 | Los Angeles | CA | 90015 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| Lincoln Training Center | |||||||
| 2643 Loma Avenue | Beverly Hills | CA | 90210 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $40,000 |
| Los Angeles Challenge The | |||||||
| 501 Deep Valley Drive Ste 202 | Rolling Hills Estate | CA | 90274 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $18,000 |
| Los Angeles Youth Network | |||||||
| 1853 Taft Avenue | Los Angeles | CA | 90028 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $87,000 |
| Loyola Marymount University | |||||||
| One LMU Drive Ste 270 | Los Angeles | CA | 90045 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $3,000 |
| Marycrest Manor Inc | |||||||
| 10664 Saint James Drive | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| Mount of Olives Lutheran Church | |||||||
| 24772 Chrisanta Drive Room H | Mission Viejo | CA | 92691 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| My Friend's Place | |||||||
| PO Box 3867 | Hollywood | CA | 90078 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $42,000 |
| Mychal's Learning Place | |||||||
| 4901 West Rosecrans | Hawthorne | CA | 90250 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $92,455 |
| ONEgeneration | |||||||
| 17400 Victory Blvd | Van Nuys CA | CA | 91406 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $25,000 |
| OPARC | |||||||
| 9029 Vernon Avenue | Windsor Hills | CA | 90043 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $43,953 |
| OPICA Adult Day Care Center | |||||||
| 11759 Missouri Ave | Los Angeles | CA | 90025 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $40,000 |
| Pediatric Therapy Network | |||||||
| 1815 W 213th Street Ste 100 | Torrance | CA | 90501 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $98,367 |
| Providence TrinityCare Hospice Fd | |||||||
| 5315 Torrance Blvd B-1 | Torrance | CA | 90503 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| Rainbow Services Ltd | |||||||
| 453 West 7th Street | San Pedro | CA | 90731 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| Richstone Family Center | |||||||
| 13620 Cordary Ave | Hawthorne | CA | 90250 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $35,000 |
| Santa Clara University | |||||||
| 500 El Camino Real | Santa Clara | CA | 95053 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $3,000 |
| Santa Clarita Senior Center | |||||||
| 22900 Market Street | Santa Clarita | CA | 91321 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $35,000 |
| Serenity Infant Care Homes | |||||||
| 600 South Grand Avenue | Los Angeles | CA | 90017 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,500 |
| Special Children's League | |||||||
| PO Box 2526 | Palos Verdes Estates | CA | 90274 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Special Needs Network | |||||||
| 4401 Crenshaw Blvd Suite 215 | Los Angeles | CA | 90043 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| St Barnabas Senior Services | |||||||
| 675 S Carondelet Street | Los Angeles | CA | 90057 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $30,070 |
| St James Ladies Society | |||||||
| 4950 West Slauson Ave | Los Angeles | CA | 90056 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| St John's University | |||||||
| PO Box 5000 | Collegeville | MN | 56321 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $11,000 |
| St Margaret's Center | |||||||
| 10217 S Inglewood Ave | Inglewood | CA | 90304 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| St Mary Medical Center Foundation | |||||||
| 1055 Linden Ave 2nd Fl | Glendale | CA | 91201 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| STRIVE | |||||||
| 9124 S Main Street | Los Angeles | CA | 90003 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Switzer Center | |||||||
| 2201 Amapola Court | Torrance | CA | 90501 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| Tierra Del Sol Foundation | |||||||
| 9919 Sunland Blvd | SunlandTujunga | CA | 91040 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $45,000 |
| Toberman Neighborhood Center | |||||||
| 131 North Grand Avenue | San Pedro | CA | 90731 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $46,200 |
| U C Regents Los Angeles | |||||||
| PO Box 951435 | Los Angeles | CA | 90095 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $25,333 |
| UC Regents Irvine | |||||||
| 102 Administration Bldg | Irvine | CA | 92697 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $3,000 |
| UCLA Regents - TIES for Families | |||||||
| 1000 Veteran Ave Box 957142 | Los Angeles | CA | 90024 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| University of CA San Diego | |||||||
| 9500 Gilmar Drive Dept 0026 | San Diego | CA | 92161 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $11,000 |
| WISE Healthy Aging | |||||||
| 1527 4th Street 2nd Floor | Santa Monica | CA | 90401 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| Boys and Girls Club - LA Harbor | |||||||
| 1200 S Cabrillo Ave | San Pedro | CA | 90731 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $10,000 |
| Center for Nonprofit Management | |||||||
| 1000 N Alameda St 250 | Los Angeles | CA | 90012 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $2,000 |
| Children Youth and Family Collabora | |||||||
| 1200 W 37th Pl | Los Angeles | CA | 90007 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $20,000 |
| Emory University | |||||||
| 201 Dowman Dr | Atlanta | GA | 30322 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $5,000 |
| EXP Future | |||||||
| 2417 E Carson St Suite 200 | Carson | CA | 90810 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $4,000 |
| Franklin Marshall College | |||||||
| 637 College Ave | Lancaster | PA | 17603 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $5,000 |
| FreeFrom | |||||||
| 12405 Venice Blvd Ste 422 | Los Angeles | CA | 90066 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $600 |
| Friendship Foundation | |||||||
| 2108 Vail Ave | Redondo Beach | CA | 90278 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $20,000 |
| HEAR Center | |||||||
| 301 E Del Mar Blvd | Pasadena | CA | 91101 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $32,500 |
| Hope House for the Multiple-Handica | |||||||
| 4215 N Peck Rd | El Monte | CA | 91732 | NONE | PC | QUALIFIED EXEMPT CHARITABLE PURPOSE | $33,750 |
| Long Beach Nonprofit Partnership | |||||||
| 4900 East Conant Street 225 | Long Beach | CA | 90808 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $1,000 |
| Norcal Haven | |||||||
| 1818 Gilbreth Rd | Burlingame | CA | 94010 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $7,000 |
| Orange County Community Foundation | |||||||
| 4041 MacArthur Blvd Ste 510 | Newport Beach | CA | 92660 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $250 |
| Shane's Inspiration | |||||||
| 4800 Crystal Springs Dr | Los Angeles | CA | 90027 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| St Peter's Catholic Church | |||||||
| 1039 N Broadway | Los Angeles | CA | 90012 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| Su Casa Ending Domestic Violence | |||||||
| 3750 E Anaheim St Suite 100 | Long Beach | CA | 90804 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $28,000 |
| 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 | $5,000 |
| 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 | $80,000 |
| WomenShelter of Long Beach | |||||||
| 4201 Long Beach Blvd Suite 102 | Long Beach | CA | 90807 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,939,339 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $20,854 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $116,187 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $340,478 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LITIGATION INCOME | Desc |
| Exclusion | 18 | ExclusionCd |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $477,519 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $477,519 | 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 (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ACCOUNTING AND TAX PREP FEES | $20,200 | $14,140 | $0 | $6,060 |
| BOOKKEEPING FEES | $9,300 | $930 | $0 | $8,370 |
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 |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PRIOR PERIOD ADJUSTMENT | Desc |
| Amt | $767 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (17 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ASSOCIATION DUES | $900 | $900 | |
| BOOKS/SUBSCRIPTIONS/VIDEOS | $650 | $520 | $130 |
| COMPUTER SOFTWARE | $2,416 | $2,175 | $242 |
| DIRECTORS VISITATION | $6,543 | $6,543 | |
| FILING FEES | $170 | $170 | |
| GRANTS & SCHOLARSHIP EXPENSES | $54,838 | $54,838 | |
| INSURANCE | $4,913 | $3,930 | $983 |
| JANITORIAL | $464 | $371 | $93 |
| MISCELLANEOUS | $252 | $252 | |
| OFFICE EQUIPMENT | $4,963 | $3,970 | $993 |
| PAYROLL SERVICE FEES | $3,502 | $3,152 | $350 |
| Rental Expenses | $22,200 | $17,760 | $4,440 |
| SECURITY | $500 | $400 | $100 |
| SUPPLIES | $1,718 | $1,375 | $343 |
| TELEPHONE | $2,868 | $2,581 | $287 |
| UTILITIES | $1,144 | $915 | $229 |
| WEBSITE DESIGN | $120 | $120 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSEMENT - PRIOR YEAR DEDUCTION | Desc |
| Amt | $1,500 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| BOY Book Value | $114 | BOYBookValueAmt |
| EOY Book Value | $770 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INVESTMENT MANAGEMENT FEES FIRST REP | $17,381 | $17,381 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES SCHWAB | $17,385 | $17,385 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $12,013 | ||
| FOREIGN TAX | $1,079 | $1,079 | |
| PAYROLL TAXES | $15,037 | $1,504 | $13,533 |
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