GORDON GENERATION FOUNDATION: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
GORDON GENERATION FOUNDATION (EIN 27-1551844)
Tax period
2018-01-01 to 2018-12-31
Filed
2019-05-10
IRS object ID
201931309349102543
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-10T20:01:05-05:00ReturnTs
Tax Period End2018-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN841003319PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1IAN D GARDENSWARTZ & ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVE 235AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2018-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN271551844EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GORDON GENERATION FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt
Phone3033883782PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVEAddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJUDITH GORDONPersonNm
Person TitleDIRECTORPersonTitleTxt
Signature2019-05-06SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRICH L MERGPreparerPersonNm
PTINP01234092PTIN
Phone3033883782PhoneNum
Preparation2019-05-06PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address50.198.211.147IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-10IPDt
IP Tm20:01:05IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id04F7C78ABC60E423DA25A7BFD9F279A0DAFD39EBAtSubmissionCreationDeviceId
At Submission Filing Device Id3774149E2F47022E8163FA74D9C084C19E023738AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$541,729FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$127,000ContriRcvdRevAndExpnssAmt
Schedule B Not RequiredYes (X)ScheduleBNotRequiredInd
Interest On Sav Rev And Expnss$565InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$565InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$7,908DividendsRevAndExpnssAmt
Dividends Net Invst Incm$7,908DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$140NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$140GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$140CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$3,365OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$105OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$138,978TotalRevAndExpnssAmt
Total Net Invst Incm$8,718TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$1,450AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$1,450AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$126TaxesRevAndExpnssAmt
Taxes Net Invst Incm$91TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$4,763OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$4,763OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$6,339TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$6,304TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$0TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$22,050ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$22,050ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$28,389TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$6,304TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$22,050TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$110,589ExcessRevenueOverExpensesAmt
Net Investment Income$2,414NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$52,518CashBOYAmt
Cash EOY$166,600CashEOYAmt
Cash EOYFMV$166,599CashEOYFMVAmt
US Government Obligations BOY$142,295USGovernmentObligationsBOYAmt
US Government Obligations EOY$138,805USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV$141,128USGovtObligationsEOYFMVAmt
Corporate Stock BOY$145,468CorporateStockBOYAmt
Corporate Stock EOY$145,465CorporateStockEOYAmt
Corporate Stock EOYFMV$234,002CorporateStockEOYFMVAmt
Total Assets BOY$340,281TotalAssetsBOYAmt
Total Assets EOY$450,870TotalAssetsEOYAmt
Total Assets EOYFMV$541,729TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$316,646CapitalStockBOYAmt
Capital Stock EOY$443,646CapitalStockEOYAmt
Retained Earning BOY$23,635RetainedEarningBOYAmt
Retained Earning EOY$7,224RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$340,281TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$450,870TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$340,281TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$450,870TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$340,281TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$110,589ExcessRevenueOverExpensesAmt
Subtotal$450,870SubtotalAmt
Tot Net Ast Or Fund Balances EOY$450,870TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

FieldValueIRS element (for citing)
Capital Gain Net Income$140CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$16,000AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$440,547NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.036318DistributionYr1Rt
Adjusted Qlfy Distri Yr2$19,972AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$352,073NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.056727DistributionYr2Rt
Adjusted Qlfy Distri Yr3$19,527AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$368,926NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.052929DistributionYr3Rt
Adjusted Qlfy Distri Yr4$20,000AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$397,901NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.050264DistributionYr4Rt
Adjusted Qlfy Distri Yr5$19,497AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$345,214NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.056478DistributionYr5Rt
Total Distribution0.252716TotalDistributionRt
Average Distribution0.050543AverageDistributionRt
Net Vl Noncharitable Assets$476,987NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$24,108AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$24NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$24,132AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$22,050QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$48InvestmentIncomeExciseTaxAmt
Subtotal$48SubtotalAmt
Tax Based On Investment Income$48TaxBasedOnInvestmentIncomeAmt
Tax Due$48TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1IAN D GARDENSWARTZ & ASSOC PCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3033883782PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line16825 E TENNESSEE AVE 235AddressLine1Txt
CityDENVERCityNm
State AbbreviationCOStateAbbreviationCd
ZIP80224ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonJUDITH GORDONPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line171 LAKESHORE DRAddressLine1Txt
CityIRVINECityNm
State AbbreviationCAStateAbbreviationCd
ZIP92604ZIPCd
FieldValueIRS element (for citing)
TitleDIRECTORTitleTxt
Average Hrs Per Wk Devoted To Pos000.00AverageHrsPerWkDevotedToPosRt
Compensation$0CompensationAmt
Employee Benefit Program$0EmployeeBenefitProgramAmt
Expense Account Other Allwnc$0ExpenseAccountOtherAllwncAmt
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$397,900AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$86,351AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$484,251TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$484,251AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$7,264CashDeemedCharitableAmt
Net Vl Noncharitable Assets$476,987NetVlNoncharitableAssetsAmt
Minimum Investment Return$23,849MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$23,849MinimumInvestmentReturnAmt
Tax Based On Investment Income$48TaxBasedOnInvestmentIncomeAmt
Total Tax$48TotalTaxAmt
Distributable Before Adj$23,801DistributableBeforeAdjAmt
Distributable Before Ded$23,801DistributableBeforeDedAmt
Distributable As Adjusted$23,801DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$22,050ExpensesAndContributionsAmt
Qualifying Distributions$22,050QualifyingDistributionsAmt
Adjusted Qualifying Distri$22,050AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$23,801DistributableAsAdjustedAmt
Qualifying Distributions$22,050QualifyingDistributionsAmt
Applied To Current Year$22,050AppliedToCurrentYearAmt
Undistributed Income CY$1,751UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (8 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
JEWISH FEDERATION OF DELA
100 W 10TH ST STE 301WILMINGTONDE19801NONEPUBLICCHARITY$3,000
LAMBDA LEGAL
3325 WILSHIRE BLVD 1300LOS ANGELESCA90010NONEPUBLICCHARITY$2,500
NATL JEWISH HEALTH
1400 JACKSON STDENVERCO80206NONEPUBLICCHARITY$5,000
SEA & SAGE AUDUBON SOCIET
PO BOX 5447IRVINECA92616NONEPUBLICCHARITY$2,500
THE OVERTONE SOCIETY
9100 SOUTH TOLEDO AVETULSAOK74137NONEPUBLICCHARITY$3,000
LARADON TRAINING & RESIDENTIAL
5100 LINCOLN STDENVERCO80216NONEPUBLICCHARITY$2,500
THE CENTER
1301 N PALM CANYON DRPALM SPRINGSCA92262NONEPUBLICCHARITY$1,000
TEMPLE BETH EL RIVERSIDE
2675 CENTRAL AVERIVERSIDECA92506NONEPUBLICCHARITY$2,550
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$22,050TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$565ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$7,908ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$140RelatedOrExemptFunctionIncmAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescRelated Or Exempt Function IncmRelatedOrExemptFunctionIncmAmtExclusionExclusionCdExclusionExclusionAmt
OTHER$105
MUNI BOND INTEREST1$3,260

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$11,733ExclusionAmt
Related Or Exempt Function Incm$245RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$11,978TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryACCOUNTINGCategoryTxt
Amt$1,450Amt
Net Investment Income$1,450NetInvestmentIncomeAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockPORTFOLIO-MERRILL LYNCHStockNm
EOY Book Value$145,465EOYBookValueAmt
EOYFMV$234,002EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

FieldValueIRS element (for citing)
State Local Sec Book Vl EOY$138,805StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV$141,128StateLocalSecEOYFMVAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
EXPENSES
FEES$4,763$4,763

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
OTHER$105$105
MUNI BOND INTEREST$3,260

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
FEDERAL TAXES$35
FOREIGN TAXES WITHHELD$91$91

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