BENITO AND FRANCES C GAGUINE FOUNDATION: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BENITO AND FRANCES C GAGUINE FOUNDATION (EIN 91-1792380)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-03
- IRS object ID
- 202023089349100132
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-03T09:37:42-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911792380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENITO AND FRANCES GAGUINE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN GAGUINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENI | BusinessNameControlTxt |
| Phone | 9077892986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 FRITZ COVE ROAD | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GAGUINE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9077892986 | PhoneNum |
| Signature | 2020-09-18 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM MORRIS | PreparerPersonNm |
| PTIN | P00037204 | PTIN |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 75.148.10.41 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-09-18 | IPDt |
| IP Tm | 10:10:19 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 334051835F811751E003A832A71D6F2250D46A16 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 334051835F811751E003A832A71D6F2250D46A16 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,470,936 | 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 | $223,602 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $223,602 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $483,883 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $835,602 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $483,883 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,519 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $2,519 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $710,004 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $710,004 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $28,862 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $28,862 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $28,862 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $28,862 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $795,534 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $795,534 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $824,396 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $28,862 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $795,534 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$114,392 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $681,142 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,870,631 | CashBOYAmt |
| Cash EOY | $1,772,655 | CashEOYAmt |
| Cash EOYFMV | $1,772,655 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl BOY | $150,000 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $0 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $0 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $15,323,717 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,457,301 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $14,698,281 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $18,344,348 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,229,956 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,470,936 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $115,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $115,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $115,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $18,229,348 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,114,956 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $18,229,348 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,114,956 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,344,348 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,229,956 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,229,348 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$114,392 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,114,956 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,114,956 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| CANACCORD ADAMS | $31,698 | $34,458 | -$2,760 | -$2,760 | |
| CANACCORD ADAMS | $444,647 | $307,669 | $136,978 | $136,978 | |
| CHAS SCHWAB | $6,070 | $9,592 | -$3,522 | -$3,522 | |
| CAPITAL GAINS DIVIDENDS | $353,187 | $353,187 | $353,187 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $483,883 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $777,610 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,272,411 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054483 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $883,833 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $14,102,470 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062672 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $955,744 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,736,723 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.075038 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $913,520 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $12,715,118 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.071845 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $820,861 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $13,038,863 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.062955 | DistributionYr5Rt |
| Total Distribution | 0.326993 | TotalDistributionRt |
| Average Distribution | 0.065399 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,832,240 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $904,615 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,811 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $911,426 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $795,534 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,623 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,623 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,623 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $13,623 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $13,623 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $361 | EsPenaltyAmt |
| Tax Due | $361 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | AK | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | JOHN GAGUINE | IndividualWithBooksNm |
| Phone | 9077892986 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 FRITZ COVE ROAD | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN GAGUINE | ||||||||
| 1940 FRITZ COVE ROAD | JUNEAU | AK | 99801 | PRESIDENT TREASURER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY ALICE MCKEEN | ||||||||
| 212 W NINTH STREET | JUNEAU | AK | 99801 | SECRETARY & DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNTHIA GAGUINE | ||||||||
| 1940 FRITZ COVE ROAD | JUNEAU | AK | 99801 | VICE PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| AARON GAGUINE | ||||||||
| 5315 NE MULTNOMAH STREET | PORTLAND | OR | 97214 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| REBECCA GAGUINE | ||||||||
| 3140 INDIAN COVE ROAD | JUNEAU | AK | 99801 | DIRECTOR | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,298,940 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,743,943 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,042,883 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,042,883 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $210,643 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,832,240 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $691,612 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $691,612 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,623 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,623 | TotalTaxAmt |
| Distributable Before Adj | $677,989 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $677,989 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $677,989 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $795,534 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $795,534 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $795,534 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $677,989 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $187,196 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $280,882 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $348,406 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $191,048 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $73,497 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,081,029 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $795,534 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $677,989 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $117,545 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,198,574 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $187,196 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,011,378 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $280,882 | ExcessFromYear4Amt |
| Excess From Year3 | $348,406 | ExcessFromYear3Amt |
| Excess From Year2 | $191,048 | ExcessFromYear2Amt |
| Excess From Year1 | $73,497 | ExcessFromYear1Amt |
| Excess From Current Year | $117,545 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN GAGUINE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1940 FRITZ COVE ROAD | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9077892986 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALASKA LEGAL SERVICES | |||||||
| 1016 W 6TH AVE 200 | ANCHORAGE | AK | 99501 | NONE | EOF | COMMUNITY SERVICE | $15,000 |
| APPLETON FOUNDATION | |||||||
| PO BOX 1460 | SANTA CRUZ | CA | 95061 | NONE | EOF | COMMUNITY SERVICE | $10,000 |
| ASSISTANCE LEAGUE OF FRESNO | |||||||
| 2037 WEST BULLARD AVE | FRESNO | CA | 93711 | NONE | EOF | COMMUNITY SERVICE | $25,000 |
| AWARE | |||||||
| PO BOX 20809 | JUNEAU | AK | 99802 | NONE | EOF | COMMUTITY SERVICE | $25,000 |
| FAMILY PROMISE | |||||||
| PO BOX 32775 | JUNEAU | AK | 99803 | NONE | EOF | COMMUNITY SERVICE | $22,000 |
| GLOBAL GIVING | |||||||
| 1110 VERMONT AVE NW SUITE 550 | WASHINGTON | DC | 20005 | NONE | EOF | COMMUNITY SERVICE | $15,000 |
| HAVEN HOUSE | |||||||
| PO BOX 20875 | JUNEAU | AK | 99802 | NONE | EOF | COMMUNITY SERVICE | $20,000 |
| HIMALAYAN CHILDRENS FUND | |||||||
| PO BOX 15644 | BEVERLY HILLS | CA | 90209 | NONE | EOF | COMMUNITY SERVICE | $30,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | EOF | COMMUNITY SERVICE | $250,000 |
| LOVE INC | |||||||
| 9741 MENDENHALL LOOP RD | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $15,000 |
| MCE SOCIAL CAPITAL | |||||||
| 5758 GEARY FLVD 261 | SAN FRANCISCO | CA | 94121 | NONE | EOF | COMMUNITY SERVICE | $15,134 |
| NOTHING BUT NETS - UNITED NATIONS FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVE NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | EOF | COMMUNITY SERVICE | $100,000 |
| PERSEVERANCE THEATRE | |||||||
| 914 THIRD STREET | DOUGLAS | AK | 99824 | NONE | EOF | COMMUNITY SERVICE | $12,500 |
| PROJECT GETTYSBURG-LEON | |||||||
| GETTYSBURG COLLEGE BOX 2456 | GETTYSBURG | PA | 173251486 | NONE | EOF | COMMUNITY SERVICE | $15,000 |
| PLANNED PARENTHOOD OF THE GREATER NOTHWEST AND HAWAIIAN ISLANDS | |||||||
| 2001 EAST MADISON ST | SEATTLE | WA | 98122 | NONE | EOF | COMMUNITY SERVICE | $50,000 |
| EARTH ISLAND INSTITUTE INC | |||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | NONE | EOF | COMMUNITY SERVICE | $5,000 |
| EARTH JUSTICE | |||||||
| 50 CALIFORNIA STREET SUITE 500 | SAN FRANCISCO | CA | 94111 | NONE | EOF | COMMUNITY SERVICE | $66,800 |
| HOLY TRINITY EPISCOLPAL CHURCH | |||||||
| 415 FOURTH STREET | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $2,000 |
| JUNEAU COMMUNITY FOUNDATION | |||||||
| 350 N FRANKLIN STREET SUITE 4 | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $50,000 |
| VARIOUS CHARITIES - GAGUINE FOUNDATION | |||||||
| 1940 FRITZ COVE | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $2,100 |
| CATHOLIC COMMUNITY SERVICE | |||||||
| 1803 GLACIER HIGHWAY | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $795,534 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $223,602 | RelatedOrExemptFunctionIncmAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $2,519 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $483,883 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $710,004 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $710,004 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND INTEREST ARE FROM ASSETS CONTRIBUTED AND INCREASE |
| 4 | THE AMOUNTS AVAILABLE FOR CHARITABLE PURPOSES. |
| 8 | CAPITAL GAINS ARE FROM MUTUAL FUNDS DONATED TO THE FOUNDATION AND |
| 8 | SALES OF SECURITIES DONATED. SEE LINE 4 ABOVE |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - | StockNm |
| EOY Book Value | $15,457,301 | EOYBookValueAmt |
| EOYFMV | $14,698,281 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE MICROCREDIT ENTERPRISES | Desc |
| BOY Book Value | $1,000,000 | BOYBookValueAmt |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $28,625 | $28,625 | $0 |
| OFFICE EXPENSE | $237 | $237 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP DISTRIBUTIONS - CHAS SCHWAB | Desc |
| Revenue And Expenses Per Books | $2,519 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $2,519 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $2,519 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SHORT TERM LOAN PAYABLE | Desc |
| BOY Book Value | $115,000 | BOYBookValueAmt |
| EOY Book Value | $115,000 | EOYBookValueAmt |
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