BENITO AND FRANCES C GAGUINE FOUNDATION: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- BENITO AND FRANCES C GAGUINE FOUNDATION (EIN 91-1792380)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-11-06
- IRS object ID
- 201903109349100420
- Schema version
- 2018v3.1
- 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
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Liabilities Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-11-06T10:10:14-06:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | 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 | 2019-10-07 | 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 | 2019-10-07 | IPDt |
| IP Tm | 13:50:29 | 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 | 2018 | TaxYr |
| Build TS | 2020-04-17 16:48:07Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,883,655 | 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 | $208,832 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $208,832 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $266,554 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,099,321 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $266,554 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $475,386 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $475,386 | 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 |
| Accounting Fees Rev And Expnss | $10,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $13,516 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $74,044 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $98,435 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $777,610 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $777,610 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $876,045 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $777,610 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$400,659 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $475,386 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $731,680 | CashBOYAmt |
| Cash EOY | $1,870,631 | CashEOYAmt |
| Cash EOYFMV | $1,870,631 | CashEOYFMVAmt |
| Other Nts And Loans Rcvbl | $150,000 | OtherNtsAndLoansRcvblAmt |
| Other Rcvbl Allwnc Dbtfl Acct | $0 | OtherRcvblAllwncDbtflAcctAmt |
| Other Nts And Loans Rcvbl BOY | $0 | OtherNtsAndLoansRcvblBOYAmt |
| Other Nts And Loans Rcvbl EOY | $150,000 | OtherNtsAndLoansRcvblEOYAmt |
| Other Nts And Loans Rcvbl EOYFMV | $150,000 | OtherNtsAndLoansRcvblEOYFMVAmt |
| Corporate Stock BOY | $16,565,441 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,323,717 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,863,024 | 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 | $18,297,121 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,344,348 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,883,655 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $0 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $115,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,000 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $18,297,121 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,229,348 | 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 | $18,297,121 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,229,348 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $18,297,121 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,344,348 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $18,297,121 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$400,659 | ExcessRevenueOverExpensesAmt |
| Other Increases | $332,886 | OtherIncreasesAmt |
| Subtotal | $18,229,348 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,229,348 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 89 SHS AMGEN INC | 2007-11-09 | 2018-03-09 | $17,088 | $4,980 | $12,108 | $12,108 | |
| SCHEDULE BROWN ADVISORY AVAILABLE UPON REQUEST | 2007-06-30 | 2018-06-30 | $787,251 | $526,521 | $260,730 | $260,730 | |
| 8900 SHS FOREST CITY ENTERPRISES CLASS A | 2007-11-15 | 2018-12-10 | $225,615 | $460,486 | -$234,871 | -$234,871 | |
| 5022 SHS FOREST CITY ENTERPRISES CLASS A | 2017-06-13 | 2018-12-10 | $127,307 | $198,963 | -$71,656 | -$71,656 | |
| 16200 SHS FOREST CITY ENTERPRISES | 2007-11-15 | 2018-12-10 | $410,670 | $641,817 | -$231,147 | -$231,147 | |
| Capital Gains Dividends | $531,390 | $531,390 | $531,390 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $266,554 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $883,833 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $14,102,470 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062672 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $955,744 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $12,736,723 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.075038 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $913,520 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,715,118 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.071845 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $820,861 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $13,038,863 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062955 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $695,906 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,749,579 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.059228 | DistributionYr5Rt |
| Total Distribution | 0.331738 | TotalDistributionRt |
| Average Distribution | 0.066348 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,272,411 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $946,946 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $4,754 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $951,700 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $777,610 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $9,508 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $9,508 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $9,508 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $391 | EsPenaltyAmt |
| Tax Due | $9,899 | 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 (6 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 & Director | 0.00 | $0 | $0 | $0 |
| Mary Alice McKeen | ||||||||
| 212 W Ninth Street | juneau | AK | 99801 | SECRETARY & Director | 0.00 | $0 | $0 | $0 |
| Robert Storer | ||||||||
| 114 W 6th Street | juneau | AK | 99801 | Treasurer & 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 | $13,512,618 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $977,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,489,757 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,489,757 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $217,346 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,272,411 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $713,621 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $713,621 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,508 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,508 | TotalTaxAmt |
| Distributable Before Adj | $704,113 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $704,113 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $704,113 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $777,610 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $777,610 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $777,610 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $704,113 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $122,415 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $187,196 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $280,882 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $348,406 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $191,048 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,129,947 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $777,610 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $704,113 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $73,497 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,203,444 | 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 | $122,415 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,081,029 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $187,196 | ExcessFromYear4Amt |
| Excess From Year3 | $280,882 | ExcessFromYear3Amt |
| Excess From Year2 | $348,406 | ExcessFromYear2Amt |
| Excess From Year1 | $191,048 | ExcessFromYear1Amt |
| Excess From Current Year | $73,497 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALASKA DEVELOPMENT CORP | |||||||
| 612 WILLOUGHBY AVE SUITE A | JUNEAU | AK | 99801 | None | EOF | COMMUNITY SERVICE | $4,000 |
| 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 | $50,000 |
| ASSISTANCE LEAGUE OF FRESNO | |||||||
| 2037 WEST BULLARD AVE | FRESNO | CA | 93711 | None | EOF | COMMUNITY SERVICE | $25,000 |
| Douglas UNITED METHODIST CHURCH | |||||||
| 1106 3RD ST | Douglas | AK | 99824 | none | eOF | community service | $25,000 |
| FACING FOSTER CARE IN ALASKA | |||||||
| PO BOX 92664 | ANchorage | AK | 99509 | None | EOF | COMMUNITY SERVICE | $30,000 |
| FAMILY PROMISE | |||||||
| pO BOX 32775 | JUNEAU | AK | 99803 | None | EOF | community service | $20,000 |
| FRIENDSHIP CITY PROJECTS | |||||||
| PO BOX 7452 | BOULDER | CO | 80306 | None | EOF | community service | $15,000 |
| HAVEN HOUSE | |||||||
| PO BOX 20875 | Juneau | AK | 99802 | None | EOF | community service | $15,000 |
| HIMALAYAN CHILDRENS FUND | |||||||
| PO BOX 15644 | BEVERLY HILLS | CA | 90209 | NONE | EOF | COMMUNITY SERVICE | $25,000 |
| 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 |
| Nothing But Nets - United Nations Foundation | |||||||
| 1750 Pennsylvania Ave NW Suite 300 | Washington | DC | 20006 | none | EOF | community service | $100,000 |
| Outside In | |||||||
| 1132 SW 13TH AVE | Portland | OR | 97205 | none | eOF | community service | $25,000 |
| 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 |
| THE GLORY HOLE SHELTER | |||||||
| 247 SOUTH FRANKLIN ST | JUNEAU | AK | 99801 | None | EOF | COMMUNITY SERVICE | $8,000 |
| CATHOLIC COMMUNITY SERVICES | |||||||
| 1803 GLACIER HIGHWAY | JUNEAU | AK | 99801 | NOne | EOF | COMMUNITY SERVICE | $35,000 |
| MCE SOCIAL CAPITAL | |||||||
| 5758 GEARY FLVD 261 | SAN FRANCISCO | CA | 94121 | NONE | EOF | COMMUNITY SERVICE | $29,110 |
| AWARE | |||||||
| PO BOX 20809 | JUNEAU | AK | 99802 | NONE | EOF | COMMUTITY SERVICE | $25,000 |
| DZ | |||||||
| 10014 CRAZY HORSE DRIVE | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $500 |
| GLOBAL GIVING | |||||||
| 1110 VERMONT AVE NW SUITE 550 | WAshington | DC | 20005 | NONE | EOF | COMMUNITY SERVICE | $12,500 |
| CITY AND BOROUGH OF JUNEAU | |||||||
| 155 S SEWARD STREET | JUNEAU | AK | 99801 | None | EOF | COMMUNITY SERVICE | $4,000 |
| JUNEAU SCHOOL DISTRICT | |||||||
| 10014 CRAZY HORSE DRIVE | JUNEAU | AK | 90209 | None | EOF | COMMUNITY SERVICE | $2,000 |
| UNION OF CONCERNED SCIENTISTS | |||||||
| 2 BRATTLE SQUARE | CAMBRIDGE | MA | 02138 | None | EOF | COMMUNITY SERVICE | $10,000 |
| JUNEAU FAMILY BIRTH CENTER | |||||||
| 1601 SALMON CREEK LANE | JUNEAU | AK | 99801 | None | EOF | COMMUNITY SERVICE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $777,610 | 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 | $208,832 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $266,554 | 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 | $475,386 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $475,386 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | legal and accounting | CategoryTxt |
| Amt | $10,875 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | Corporate Stocks - | StockNm |
| EOY Book Value | $15,323,717 | EOYBookValueAmt |
| EOYFMV | $11,863,024 | 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 | $71,449 | $0 | $0 |
| office expense | $2,595 | $0 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | basis in stocks not reported in prior year | Desc |
| Amt | $332,886 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | short term loan payable | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $115,000 | EOYBookValueAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US | CategoryTxt |
| Amt | $13,516 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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