John Gogian Family Foundation: Form 990PF, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- John Gogian Family Foundation (EIN 95-3759369)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-05-14
- IRS object ID
- 201921349349102622
- 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 Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Land Etc Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T11:04:32-07:00 | ReturnTs |
| Tax Period End | 2018-12-31 | 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 | 2018-01-01 | 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 | 2019-05-14 | 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 | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,313,460 | 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 | $3,000,400 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $21,646 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $21,646 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $157,475 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $157,475 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $875,117 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,473,149 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $875,117 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,054,638 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,054,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $145,203 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $29,041 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,162 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $60,609 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $6,061 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $54,548 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $8,834 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $883 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $7,951 | PensionEmplBnftDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $14,980 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,758 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,222 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $41,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $38,240 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $2,812 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $20,502 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $3,190 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $13,421 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $22,063 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $4,413 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $17,650 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,141 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,141 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $98,029 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,815 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $94,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $415,413 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $91,401 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $320,121 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,921,071 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,921,071 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,336,484 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $91,401 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,241,192 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,718,154 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $962,837 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $198 | CashBOYAmt |
| Cash EOY | $198 | CashEOYAmt |
| Cash EOYFMV | $198 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $177,513 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,199,087 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,199,087 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $315,992 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $269,221 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $266,977 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $1,383,914 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,490,126 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,088,292 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $610,769 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $582,398 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $557,193 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,986,678 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,225,468 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,201,713 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $27,332 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,332 | LandBldgEquipAccumDeprecAmt |
| Other Assets BOY | $1,557 | OtherAssetsBOYAmt |
| Total Assets BOY | $4,476,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,766,498 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,313,460 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $218 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $114 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $218 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $114 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $4,476,403 | RetainedEarningBOYAmt |
| Retained Earning EOY | $5,766,384 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $4,476,403 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,766,384 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $4,476,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,766,498 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $4,476,403 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,718,154 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,194,557 | SubtotalAmt |
| Other Decreases | $428,173 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,766,384 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| SCHWAB ST #4251 | P | 2018-01-01 | 2018-12-31 | $109,896 | $103,783 | $6,113 | $6,113 |
| SCHWAB LT #4251 | P | 2011-01-01 | 2018-12-31 | $2,484,517 | $2,051,868 | $432,649 | $432,649 |
| FIRST REPUBLIC ST #2189 | P | 2018-01-01 | 2018-12-31 | $99,203 | $101,073 | -$1,870 | -$1,870 |
| FIRST REPUBLIC LT #2189 | P | 2011-01-01 | 2018-12-31 | $779,533 | $341,308 | $438,225 | $438,225 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $875,117 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $4,243 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $2,222,145 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $6,826,925 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.32550 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,220,967 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $7,608,896 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.29189 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,821,062 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,445,237 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.21563 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,771,772 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,299,438 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.19053 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,687,775 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,795,636 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.17230 | DistributionYr5Rt |
| Total Distribution | 1.195844 | TotalDistributionRt |
| Average Distribution | 0.239169 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $6,893,221 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $1,648,645 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $9,628 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $1,658,273 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,241,192 | 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 | $9,628 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $9,628 | SubtotalAmt |
| Tax Based On Investment Income | $9,628 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,208 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $7,208 | TotalPaymentsAndCreditsAmt |
| Tax Due | $2,420 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | false | Form990TFiledInd |
| 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 |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
| 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 | $2,000 | |
| 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 | $129,204 | $8,834 |
| 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 | $4,024 | Expenses1Amt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,514,430 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $483,764 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $6,998,194 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $6,998,194 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $104,973 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $6,893,221 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $344,661 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $344,661 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $9,628 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $9,628 | TotalTaxAmt |
| Distributable Before Adj | $335,033 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $335,033 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $335,033 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,241,192 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,241,192 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $9,628 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,231,564 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $335,033 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $1,211,575 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,333,396 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,404,426 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,861,496 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $1,895,215 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $7,706,108 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,241,192 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $335,033 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $1,906,159 | RemainingDistriFromCorpusAmt |
| Total Corpus | $9,612,267 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $1,211,575 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $8,400,692 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,333,396 | ExcessFromYear4Amt |
| Excess From Year3 | $1,404,426 | ExcessFromYear3Amt |
| Excess From Year2 | $1,861,496 | ExcessFromYear2Amt |
| Excess From Year1 | $1,895,215 | ExcessFromYear1Amt |
| Excess From Current Year | $1,906,159 | 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 (77 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 | $51,000 |
| Able ARTS Work | |||||||
| 3626 E Pacific Coast Highway | Long Beach | CA | 90804 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $33,500 |
| The Achievable Foundation | |||||||
| 5901 Green Valley Circle Ste 405 | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| Activities for Retarded Children | |||||||
| 6456 Whitsett Ave | Hollywood | CA | 91606 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,500 |
| 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 | $10,929 |
| Cal State University Fullerton | |||||||
| PO Box 6808 | Fullerton | CA | 92834 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| Canine Angels Service Teams | |||||||
| PO Box 5256 | Diamond Bar | CA | 91765 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $9,000 |
| Caring House Inc | |||||||
| 2842 El Dorado Street | Torrance | CA | 90503 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,500 |
| Carousel Ranch | |||||||
| 34289 Rocking Horse Road | Agua Dulce | CA | 91390 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $55,000 |
| 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 | $42,500 |
| Center for the Pacific Asian Family | |||||||
| 3424 Wilshire Blvd Suite 1000 | Los Angeles | CA | 90010 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $42,500 |
| Child SHARE | |||||||
| 1544 West Glenoaks Blvd | Glendale | CA | 91201 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,500 |
| Colgate University | |||||||
| 13 Oak Drive | Hamilton | NY | 13346 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| Community Senior Services | |||||||
| 141 Spring Street | Claremont | CA | 91711 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,595 |
| Cornell University | |||||||
| Scholarship Division | Ithaca | NY | 14851 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| 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 | $20,800 |
| 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 | $10,000 |
| Extraordinary Families | |||||||
| 221 N Ardmore Ave | Los Angeles | CA | 90004 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $50,900 |
| For The Child Inc | |||||||
| 4565 California Ave | Long Beach | CA | 90807 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $51,000 |
| FosterAll | |||||||
| 1544 W Glenoaks Blvd | Glendale | CA | 91201 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $50,000 |
| Friends of Warm Hearth | |||||||
| PO Box 1081 | Flagstaff | AZ | 86002 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $77,500 |
| Friendship Circle South Bay Inc | |||||||
| 2108 Vail Ave | Redondo Beach | CA | 90278 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| 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 | $27,500 |
| Georgetown University | |||||||
| Box 571252 | Washington | DC | 20057 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $9,257 |
| Help for Brain Injured Children Inc | |||||||
| 981 N Euclid Street | La Habra | CA | 90631 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $20,000 |
| 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 | $36,000 |
| Journey House Inc | |||||||
| 1232 North Los Robles Ave | Pasadena | CA | 91104 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $11,000 |
| Kidsave International Inc | |||||||
| 100 Corporate Pointe Ste 380 | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,500 |
| LA GOAL | |||||||
| 4911 Overland Avenue | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $27,500 |
| Learning Rights Law Center | |||||||
| 1625 W Olympic Blvd Suite 500 | Los Angeles | CA | 90015 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $33,500 |
| Lincoln Training Center | |||||||
| 2643 Loma Avenue | Beverly Hills | CA | 90210 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $50,000 |
| Los Angeles Challenge The | |||||||
| 501 Deep Valley Drive Ste 202 | Rolling Hills Estate | CA | 90274 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $8,000 |
| Los Angeles Youth Network | |||||||
| 1853 Taft Avenue | Los Angeles | CA | 90028 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $50,000 |
| 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 | $32,500 |
| 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 | $36,500 |
| Mychal's Learning Place | |||||||
| 4901 West Rosecrans | Hawthorne | CA | 90250 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| Norcal Armenian Senior Services | |||||||
| 1818 Gilbreth Road Ste 132 | Burlingame | CA | 94010 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| ONEgeneration | |||||||
| 17400 Victory Blvd | Van Nuys CA | CA | 91406 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $50,250 |
| OPARC | |||||||
| 9029 Vernon Avenue | Windsor Hills | CA | 90043 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $102,500 |
| OPICA Adult Day Care Center | |||||||
| 11759 Missouri Ave | Los Angeles | CA | 90025 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $42,750 |
| Pediatric Therapy Network | |||||||
| 1815 W 213th Street Ste 100 | Torrance | CA | 90501 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $53,000 |
| Providence TrinityCare Hospice Fd | |||||||
| 5315 Torrance Blvd B-1 | Torrance | CA | 90503 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| Rainbow Services Ltd | |||||||
| 453 West 7th Street | San Pedro | CA | 90731 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| Richstone Family Center | |||||||
| 13620 Cordary Ave | Hawthorne | CA | 90250 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $41,400 |
| San Diego State University | |||||||
| 5500 Campanile Drive | San Diego | CA | 92115 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $3,000 |
| 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 | $22,690 |
| 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 | $32,500 |
| 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 | $10,000 |
| 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 | $10,000 |
| Switzer Center | |||||||
| 2201 Amapola Court | Torrance | CA | 90501 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,500 |
| The ARC Los Angeles Orange Counties | |||||||
| 12049 Woodruff Avenue | Los Angeles | CA | 90024 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $44,000 |
| Tierra Del Sol Foundation | |||||||
| 9919 Sunland Blvd | SunlandTujunga | CA | 91040 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $53,000 |
| Toberman Neighborhood Center | |||||||
| 131 North Grand Avenue | San Pedro | CA | 90731 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $43,500 |
| U C Regents Los Angeles | |||||||
| PO Box 951435 | Los Angeles | CA | 90095 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $16,000 |
| UC Regents Irvine | |||||||
| 102 Administration Bldg | Irvine | CA | 92697 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $6,000 |
| UCLA Regents - TIES for Families | |||||||
| 1000 Veteran Ave Box 957142 | Los Angeles | CA | 90024 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $22,500 |
| UCSB | |||||||
| SAASB Room 2101 | Santa Barbara | CA | 93106 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $5,000 |
| University of CA San Diego | |||||||
| 9500 Gilmar Drive Dept 0026 | San Diego | CA | 92161 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $10,000 |
| University of Texas - Austin | |||||||
| 100 West Dean Keeton Street | Austin | TX | 78712 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $3,000 |
| WISE Healthy Aging | |||||||
| 1527 4th Street 2nd Floor | Santa Monica | CA | 90401 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $32,500 |
| Young Life | |||||||
| 420 North Cascade Avenue | Culver City | CA | 90230 | NONE | PC | QUALIFIED CHARITABLE EXEMPT PURPOSE | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,921,071 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,646 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $157,475 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $875,117 | 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 | $1,054,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,054,238 | 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 | $7,100 | $4,970 | $0 | $2,130 |
| BOOKKEEPING FEES | $7,880 | $788 | $0 | $7,092 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | FIRST REPUBLIC | BondNm |
| EOY Book Value | $582,398 | EOYBookValueAmt |
| EOYFMV | $557,193 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| SCHWAB ENRIGHT | $719,465 | $963,136 |
| FIRST REPUBLIC | $770,661 | $1,125,156 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $269,221 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $266,977 | USGovtObligationsEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| SCHWAB BOND&EQUITY FUNDS | AT COST | $1,958,959 | $1,911,171 |
| SCHWAB ETF'S | AT COST | $254,479 | $270,768 |
| SCHWAB - OTHER ASSETS | AT COST | $12,030 | $19,774 |
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 | CONTRIBUTION TAX BASIS ADJUSTMENT | Desc |
| Amt | $428,173 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (16 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| ASSOCIATION DUES | $900 | $900 | |
| BOOKS/SUBSCRIPTIONS/VIDEOS | $681 | $545 | $136 |
| COMPUTER SOFTWARE | $9,522 | $8,570 | $952 |
| DIRECTORS VISITATION | $1,848 | $1,848 | |
| FILING FEES | $115 | $115 | |
| GRANTS & SCHOLARSHIP EXPENSES | $67,231 | $67,231 | |
| INSURANCE | $4,875 | $3,900 | $975 |
| JANITORIAL | $599 | $479 | $120 |
| MISCELLANEOUS | $288 | $288 | |
| OFFICE EQUIPMENT | $748 | $598 | $150 |
| PAYROLL SERVICE FEES | $2,984 | $2,686 | $298 |
| SECURITY | $549 | $439 | $110 |
| SUPPLIES | $2,152 | $1,721 | $431 |
| TELEPHONE | $3,828 | $3,445 | $383 |
| UTILITIES | $1,299 | $1,039 | $260 |
| WEBSITE DESIGN | $410 | $410 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CREDIT CARD | Desc |
| BOY Book Value | $218 | BOYBookValueAmt |
| EOY Book Value | $114 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONSULTING FEES | $3,125 | $313 | $0 | $2,812 |
| INVESTMENT MANAGEMENT FEES FIRST REP | $16,216 | $16,216 | $0 | $0 |
| INVESTMENT MANAGEMENT FEES SCHWAB | $21,711 | $21,711 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX | $3,891 | ||
| FOREIGN TAX | $1,699 | $1,699 | |
| PAYROLL TAXES | $14,912 | $1,491 | $13,421 |
Comments