2019-05-15T10:56:04-07:00 2018-12-31 330302407 Guzman & Gray Certified Public Accountants 4510 E Pacific Coast Highway Suite Long Beach CA 90804 990PF 2018-01-01 330345249 THE JOSEPHINE S GUMBINER FOUNDATION JOSE 5624372882 333 W BROADWAY LONG BEACH CA 90802 JULIE MEENAN Executive Dir. 2019-05-14 true MARK GRAY CPA P00048565 5624980997 2018 2019-02-21 02:37:17Z X 13267570 X X 311448 311448 161864 6960767 161864 473312 473312 88029 88029 10380 10380 4765 2383 4765 70957 70957 12205 8116 52849 52849 239185 73340 164139 584772 584772 823957 73340 748911 -350645 399972 36466 51464 51464 156309 10000 10000 1945784 2455366 2441811 3764550 4130586 6638292 5368510 4273404 4126003 37318 37318 11271619 10920820 13267570 154 154 0 X 11271465 10920820 11271465 10920820 11271619 10920820 11271465 -350645 10920820 10920820 200000 US TREASURY NOTE 2.125% P 2017-06-16 2018-01-10 198484 203438 -4954 -4954 250000 INTEL CORP P 2001-01-01 2018-01-29 253695 258020 -4325 -4325 250000 US TREASURY NOTE 1.875% P 2017-04-12 2018-02-02 242070 249531 -7461 -7461 250000 US TREASURY NOTE 2.25% P 2018-02-02 2018-02-05 242598 240166 2432 2432 250000 US TREASURY NOTE 2.125% P 2018-02-05 2018-02-07 247637 248506 -869 -869 750 COLGATE-PALMOLIVE CO P 2017-05-19 2018-02-15 52515 56268 -3753 -3753 1250 SPDR DOW JONES INTER P 2018-01-01 2018-02-15 49416 48889 527 527 500 PAYPAL HOLDINGS INCO P 2001-01-01 2018-02-08 37031 18130 18901 18901 200 FACEBOOK INC P 2017-01-25 2018-02-15 35641 26259 9382 9382 250 JOHNSON & JOHNSON P 2017-01-01 2018-02-15 32521 16070 16451 16451 150 NVIDIA CORP P 2016-11-15 2018-02-15 36969 13085 23884 23884 1000 PAYPAL HOLDINGS INCO P 2001-01-01 2018-02-15 77061 33404 43657 43657 250 UNION PACIFIC CORP P 2016-11-30 2018-02-15 33091 25339 7752 7752 500 VANGUARD REAL ESTATE P 2016-04-08 2018-02-15 37291 41864 -4573 -4573 750 STERICYCLE INC P 2001-01-01 2018-02-23 44205 41600 2605 2605 150 NVIDIA CORP P 2018-01-01 2018-03-02 33896 21725 12171 12171 250000 US TREASURY NOTE 2.125% P 2018-02-07 2018-03-28 240625 239747 878 878 350 NVIDIA CORP P 2016-11-15 2018-03-02 79091 30433 48658 48658 250000 US TREASURY NOTE 1.625% P 2018-04-10 2018-04-23 245166 245967 -801 -801 225000 BANK OF MONTR 2.3039% P 2013-07-17 2018-04-09 225000 225651 -651 -651 400 FACEBOOK INC P 2001-01-01 2018-04-18 66864 52434 14430 14430 500 VULCAN MATERIALS COM P 2016-06-28 2018-04-18 58960 57688 1272 1272 250000 US TREASURY NOTE 1.625% P 2018-01-29 2018-05-29 229863 230439 -576 -576 250 VANGUARD FTSE EUROPE P 2017-09-13 2018-05-29 14418 14446 -28 -28 200 WSDMTREE EMRG MKTS P 2017-10-10 2018-05-29 10309 9995 314 314 235000 STARWOOD HTLS P 2007-01-01 2018-05-15 235000 269734 -34734 -34734 300 ALLERGAN PLC P 2013-10-01 2018-05-29 45664 43200 2464 2464 250 VANGUARD FTSE EUROPE P 2017-05-19 2018-05-29 14418 14015 403 403 250000 US TRESURY 1.25% P 2018-03-28 2018-06-06 247920 247803 117 117 200000 TIME WARNER INC P 2018-06-12 2018-06-15 10750 9829 921 921 .9 AT&T P 2018-06-12 2018-06-18 29 29 500 TIME WARNER INC P 2014-05-12 2018-06-15 26875 9929 16946 16946 250000 VERIZON COMMUNICATIONS P 2001-01-01 2018-06-21 253170 259199 -6029 -6029 250000 UST INFL IDX .625% NOTE P 2014-11-06 2018-06-27 265449 251951 13498 13498 718 AT&T P 2014-05-12 2018-07-05 23451 23380 71 71 150 SPDR GOLD SHARES P 2008-10-14 2018-07-05 17853 12383 5470 5470 250 STARBUCKS CORP P 2009-12-24 2018-07-05 12116 2957 9159 9159 250000 US TREASURY P 2018-06-27 2018-08-01 244773 244428 345 345 932 FIERA CAPITAL EMERGING MKTS FD P 2017-10-24 2018-08-07 42719 50000 -7281 -7281 125 BROADCOM INC P 2018-01-01 2018-08-09 27145 33673 -6528 -6528 250 CITIGOUP INC P 2017-09-27 2018-08-09 18028 18081 -53 -53 200 BROADCOM INC P 2018-01-01 2018-08-14 41948 51048 -9100 -9100 350 LAM RESEARCH CORP P 2018-03-07 2018-08-20 58661 73331 -14670 -14670 250000 US TREASURY NT 2% P 2018-08-01 2018-08-20 243066 241348 1718 1718 250 ELECTRONICS ARTS INC P 2017-06-20 2018-08-09 31989 28512 3477 3477 100 HOME DEPOT INC P 2013-09-09 2018-08-09 19858 7327 12531 12531 250 PEPSICO INC P 2001-01-01 2018-08-09 28438 15857 12581 12581 100 SPDR GOLD SHARES P 2008-10-14 2018-08-09 11474 8255 3219 3219 1250 VANGUARD FTSE EUROPE P 2001-01-01 2018-08-09 71548 69644 1904 1904 250 SPDR GOLD SHARES P 2008-11-24 2018-08-29 28528 20219 8309 8309 250000 US TREASURY NT 1.5% P 2018-08-20 2018-09-17 245244 245723 -479 -479 250 APPLIED MATERIALS P 2017-09-27 2018-09-26 9633 11802 -2169 -2169 500 MICRON TECHNOLOGY P 2018-03-05 2018-09-26 22292 25852 -3560 -3560 250000 TORONTO DOMINIO P 2001-01-01 2018-09-06 250000 250196 -196 -196 250 CELGENE CORP CELG P 2001-01-01 2018-09-26 22173 10425 11748 11748 250 EXXON MOBIL CORP P 2015-11-03 2018-09-26 21596 21770 -174 -174 100 INTUIT INC P 2011-12-13 2018-09-26 22361 5390 16971 16971 250 COCA COLA CO P 2006-04-17 2018-09-26 11481 5146 6335 6335 250000 US TREASURY NT 1.5% P 2018-05-15 2018-10-03 245156 244951 205 205 30 GARRETT MOTION INC P 2018-01-01 2018-10-16 458 483 -25 -25 250 MICRON TECHNOLOGY P 2018-03-05 2018-10-17 10603 12926 -2323 -2323 100 PIONEER NATURAL RES P 2018-01-01 2018-10-17 16980 18470 -1490 -1490 250000 US TREASURY NT 2.875% P 2018-10-03 2018-10-26 248506 246650 1856 1856 500 CHARLES SCHWAB CORP P 2016-10-19 2018-10-17 24057 16346 7711 7711 250 CISCO SYSTEMS INC P 2012-02-03 2018-10-17 11499 5033 6466 6466 250 PEPSICO INC P 2001-01-01 2018-10-17 27138 14487 12651 12651 175 NVIDIA CORP P 2018-08-14 2018-11-16 29139 45500 -16361 -16361 750 MICRON TECHNOLOGY P 2018-01-01 2018-11-28 27788 38726 -10938 -10938 17 RESIDEO TECH P 2018-02-15 2018-11-28 330 440 -110 -110 1000 BANK OF AMERICA CORP P 2016-11-30 2018-11-28 27849 20927 6922 6922 500 CHARLES SCHWAB CORP P 2016-09-15 2018-11-28 22571 15498 7073 7073 1000 CITIGROUP INC. 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PREFERENCE WILL BE GIVEN TO 501(C)(3) ORGANIZATIONS INVOLVED IN PROGRAMS FOR PROTECTING AND ENRICHING THE LIVES OF WOMEN AND CHILDREN IN THE LONG BEACH AREA OF SOUTHERN CALIFORNIA, AND PARTICULARLY PROGRAMS FOCUSING ON DAY CARE, EDUCATION, HOUSING, RECREATION, THE ARTS AND HEALTH CARE. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, POLITICAL CAMPAIGNS, LOBBYING EFFORTS OR ANY ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEXUAL ORIENTATION OR NATIONAL ORIGIN.THE FOUNDATION IS PRIMARILY INTERESTED IN AWARDING GRANTS IN AMOUNTS UP TO $50,000. FOR GRANTS OF $25,000 OR MORE, THE FOUNDATION MAY ELECT TO DISTRIBUTE THE DESIGNATED FUNDS IN A SERIES OF PAYMENTS OVER THE LIFE OF THE PROJECT. AQUARIUM OF THE PACIFIC 321 GOLDEN SHORE STE 150 LONG BEACH CA 90803 NONE PC GENERAL DONATION 5000 LONG BEACH MUSEUM OF ART 2300 EAST OCEAN BLVD LONG BEACH CA 90803 NONE PC GENERAL DONATION 5000 LONG BEACH SYMPHONY ORCHESTRA 555 E OCEAN BLVD 106 LONG BEACH CA 90802 NONE PC GENERAL DONATION 5755 MUSEUM OF LATIN AMERICAN ART 628 ALAMITOS AVENUE LONG BEACH CA 90802 NONE PC GENERAL DONATION 10000 BAKER FOUNDATION 1230 E WARDLOW RD LONG BEACH CA 90807 NONE PC GENERAL DONATION 5000 CSULB 1250 BELLFLOWER BLVD LONG BEACH CA 90840 NONE PC GENERAL DONATION 2500 LONG BEACH PLAYHOUSE 5021 E ANAHEIM STREET LONG BEACH CA 90804 NONE PC GENERAL DONATION 5000 RANCHO LOS CERRITOS 4600 N VIRGINIA ROAD LONG BEACH CA 90807 NONE PC GENERAL DONATION 2500 SHARED SCIENCE 5318 E 2ND STREET 602 LONG BEACH CA 90803 NONE PC GENERAL DONATION 5000 SUCCESS IN CHALLENGES 5239 ATLANTIC AVENUE LONG BEACH CA 90805 NONE PC GENERAL DONATION 5000 CASA YOUTH SHELTER 10911 REAGAN STREET LOS ALAMITOS CA 90720 NONE PC GENERAL DONATION 10000 LONG BEACH COMMUNITY ACTION PARTNER 3012 LONG BEACH BLVD LONG BEACH CA 90807 NONE PC GENERAL DONATION 5000 LONG BEACH RESIDENTS EMPOWERED 23532 CALABASAS RD STE 1 CALABASAS CA 91302 NONE PC GENERAL DONATION 25000 URBAN COMMUNITY OUTREACH 241 CEDAR AVENUE LONG BEACH CA 90802 NONE PC GENERAL DONATION 15000 WINTER 3655 S GRAND AVENUE 210 LOS ANGELES CA 90007 NONE PC GENERAL DONATION 5000 WOMEN SHELTER OF LONG BEACH PO BOX 32107 LONG BEACH CA 90832 NONE PC GENERAL DONATION 11000 THE LONG BEACH NONPROFIT PARTNERSHI 4900 E CONANT ST STE 0-2 LONG BEACH CA 90808 NONE PC GENERAL DONATION 20625 CALIFORNIA ASSOCIATION OF NONPROFIT 1500 41ST AVENUE STE 280 CAPITOLA CA 95010 NONE PC GENERAL DONATION 1500 DRAMATIC RESULTS 3310 LIME AVENUE SIGNAL HILL CA 90755 NONE PC GENERAL DONATION 1000 ABILITY FIRST 3770 E WILLOW STREET LONG BEACH CA 90815 NONE PC GENERAL DONATION 20000 BOY SCOUTS OF AMERICA 3635 LONG BEACH BLVD LONG BEACH CA 90807 NONE PC GENERAL DONATION 10000 BOYS GIRLS CLUBS 3635 LONG BEACH BLVD LONG BEACH CA 90807 NONE PC GENERAL DONATION 15000 CATHOLIC CHARITIES SEATON HOME 202 W FRENCH PLACE SAN ANTONIO TX 78212 NONE PC GENERAL DONATION 20000 CENTRAL NEIGHBORHOOD HEALTH FDN 711 E VIA WANDA AVE LONG BEACH CA 90805 NONE PC GENERAL DONATION 15000 CHRISTIAN OUTREACH IN ACTION 515 E 3RD STREET LONG BEACH CA 90802 NONE PC GENERAL DONATION 15000 COMPREHENSIVE CHILD DEVELOPMENT 2545 PACIFIC AVENUE LONG BEACH CA 90806 NONE PC GENERAL DONATION 20000 EDUCATION EQUALS OPPORTUNITY 180 E OCEAN BLVD STE 650C LONG BEACH CA 90802 NONE PC GENERAL DONATION 10000 FOOD FINDERS 2301 E 28TH STREET STE 303 SIGNAL HILL CA 90755 NONE PC GENERAL DONATION 25000 FOR THE CHILD 4656 CALIFORNIA AVE LONG BEACH CA 90807 NONE PC GENERAL DONATION 20000 HELP ME HELP YOU PO BOX 32861 LONG BEACH CA 90832 NONE PC GENERAL DONATION 15000 HELPLINE YOUTH COUNSELING 14181 TELEGRAPH RD WHITTIER CA 90604 NONE PC GENERAL DONATION 10000 JEWISH FAMILY CHILDREN'S SERVICES 3801 E WILLOW STREET LONG BEACH CA 90815 NONE PC GENERAL DONATION 20000 LONG BEACH CITY COLLEGE 1305 EAST PACIFIC COAST HWY LONG BEACH CA 90806 NONE PC GENERAL DONATION 15000 LONG BEACH DAY NURSERY 1548 CHESTNUT AVE LONG BEACH CA 90813 NONE PC GENERAL DONATION 12500 MEALS ON WHEELS 317 TERMINO AVE LONG BEACH CA 90814 NONE PC GENERAL DONATION 12500 NEW LIFE BEGINNINGS 835 E 6TH STREET LONG BEACH CA 90802 NONE PC GENERAL DONATION 13000 PEDIATRIC THERAPY NETWORK 1406 OBISPO AVE LONG BEACH CA 90804 NONE PC GENERAL DONATION 10000 PLANNED PARENTHOOD 400 W 30TH STREET LOS ANGELES CA 90007 NONE PC GENERAL DONATION 25000 POWER 4 YOUTH 607 E 3RD STREET LONG BEACH CA 90802 NONE PC GENERAL DONATION 15000 RISING TIDE 607 E 3RD STREET LONG BEACH CA 90802 NONE PC GENERAL DONATION 15000 SHELTER PARTNERSHIP 523 WEST SIXTH STREET STE 616 LOS ANGELES CA 90014 NONE PC GENERAL DONATION 20000 STROKE SUPPORT ASSOCIATION 3759 ORANGE AVE LONG BEACH CA 90807 NONE PC GENERAL DONATION 6000 SU CASA 3840 WOODRUFF AVE STE 203 LONG BEACH CA 90808 NONE PC GENERAL DONATION 15000 US VETS - LONG BEACH 2001 RIVER AVENUE LONG BEACH CA 90810 NONE PC GENERAL DONATION 20000 UNITED CAMBODIAN COMMUNITY 2201 E ANAHEIM AVE 200 LONG BEACH CA 90804 NONE PC GENERAL DONATION 20000 YOUNG HORIZONS 501 ATLANTIC AVE LONG BEACH CA 90802 NONE PC GENERAL DONATION 20000 MISC SMALL GRANTS-VARIOUS ORGANIZAT 333 W BROADWAY 312 LONG BEACH CA 90802 NONE PC GENERAL DONATION 5892 584772 14 311448 18 161864 473312 473312 false false false false false false false false false false ACCOUNTING FEES 4765 2383 0 4765 Furniture and Fixtures 3263 3263 Machinery and Equipment 30325 30325 Miscellaneous 3730 3730 ASSOC,MEMBERSHIPS AND DUES 1100 1100 BOOKS, SUBSCRIPTIONS & POSTAGE 498 498 EDUCATION/CONFERENCES/TRAVEL 22391 22391 EMPLOYEE BENEFITS 5942 5942 INSURANCE 3568 3568 MEETINGS & CONFERENCES 2390 2390 MILEAGE & PARKING 1013 1013 OFFICE EXPENSES 305 305 PAYROLL SERVICE FEES 1502 1502 RENT/PARKING/UTILITIES 12000 12000 SUPPLIES, EQUP & MAINT 1412 1412 TELEPHONE EXPENSES 1478 1478 WEBSITE EXPENSES -750 -750 FINANCIAL MGMT FEE 70957 70957 0 0 EMPLOYER PAYROLL TAXES 8116 8116 FEDERAL EXCISE TAXES & STATE TAX 4089