GORDON FOUNDATION: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GORDON FOUNDATION (EIN 90-0915581)
Tax period
2017-01-01 to 2017-12-31
Filed
2018-05-01
IRS object ID
201801219349100405
Schema version
2017v2.2
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)
Return2018-05-01T07:38:16-07:00ReturnTs
Tax Period End2017-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN752268179PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1McDonald and Simmons PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line18330 Meadow Rd Suite 210AddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75231ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2017-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN900915581EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Gordon FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGORDBusinessNameControlTxt

US Address USAddress

FieldValueIRS element (for citing)
Address Line14048 AmherstAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDavid GordonPersonNm
Person TitlePresidentPersonTitleTxt
Signature2018-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonAnnette IrionPreparerPersonNm
PTINP00093948PTIN
Phone2142659792PhoneNum
Self EmployedYes (X)SelfEmployedInd
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$90,533FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$10,500ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$2,437DividendsRevAndExpnssAmt
Dividends Net Invst Incm$2,437DividendsNetInvstIncmAmt
Dividends Adj Net Incm$2,437DividendsAdjNetIncmAmt
Total Rev And Expnss$12,937TotalRevAndExpnssAmt
Total Net Invst Incm$2,437TotalNetInvstIncmAmt
Total Adj Net Incm$2,437TotalAdjNetIncmAmt
Accounting Fees Rev And Expnss$500AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$275AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$500AccountingFeesChrtblPrpsAmt
Tot Opr Expenses Rev And Expnss$500TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$275TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$500TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$9,750ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$9,750ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$10,250TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$275TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$10,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,687ExcessRevenueOverExpensesAmt
Net Investment Income$2,162NetInvestmentIncomeAmt
Adjusted Net Income$2,437AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$12,385CashBOYAmt
Cash EOY$14,673CashEOYAmt
Cash EOYFMV$14,673CashEOYFMVAmt
Corporate Stock BOY$54,369CorporateStockBOYAmt
Corporate Stock EOY$54,768CorporateStockEOYAmt
Corporate Stock EOYFMV$75,860CorporateStockEOYFMVAmt
Total Assets BOY$66,754TotalAssetsBOYAmt
Total Assets EOY$69,441TotalAssetsEOYAmt
Total Assets EOYFMV$90,533TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$66,754RetainedEarningBOYAmt
Retained Earning EOY$69,441RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$66,754TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$69,441TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$66,754TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$69,441TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$66,754TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,687ExcessRevenueOverExpensesAmt
Subtotal$69,441SubtotalAmt
Tot Net Ast Or Fund Balances EOY$69,441TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$7,100AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$64,272NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.11047DistributionYr1Rt
Adjusted Qlfy Distri Yr2$5,700AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$62,237NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.09159DistributionYr2Rt
Total Distribution0.202053TotalDistributionRt
Average Distribution0.101027AverageDistributionRt
Net Vl Noncharitable Assets$81,949NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$8,279AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$22NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$8,301AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$10,250QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$22InvestmentIncomeExciseTaxAmt
Subtotal$22SubtotalAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Tax Due$22TaxDueAmt

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
Form990 T FiledfalseForm990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateTXOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsYes (true)NewSubstantialContributorsInd
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 Line1Melissa GordonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2144772757PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line14048 Amherst AveAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
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
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Undistr Incm Sect4942a2 Not AppfalseUndistrIncmSect4942a2NotAppInd
Business HoldingsfalseBusinessHoldingsInd
Excess Business HoldingsfalseExcessBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Transactions Fail To Qlfy As ExcfalseTransactionsFailToQlfyAsExcInd
Maintained Expenditure RspnsfalseMaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Proceeds Or Net IncomefalseProceedsOrNetIncomeInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
David Gordon
4048 Amherst AveDallasTX75225President0.00$0
Melissa Gordon
4048 Amherst AveDallasTX75225Vice President0.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$69,668AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$13,529AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$83,197TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$83,197AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$1,248CashDeemedCharitableAmt
Net Vl Noncharitable Assets$81,949NetVlNoncharitableAssetsAmt
Minimum Investment Return$4,097MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$4,097MinimumInvestmentReturnAmt
Tax Based On Investment Income$22TaxBasedOnInvestmentIncomeAmt
Total Tax$22TotalTaxAmt
Distributable Before Adj$4,075DistributableBeforeAdjAmt
Distributable Before Ded$4,075DistributableBeforeDedAmt
Distributable As Adjusted$4,075DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$10,250ExpensesAndContributionsAmt
Qualifying Distributions$10,250QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$22PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$10,228AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$4,075DistributableAsAdjustedAmt
Excess Distribution Cyov Yr3$3,800ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$2,630ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$3,901ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$10,331TotalExcessDistributionCyovAmt
Qualifying Distributions$10,250QualifyingDistributionsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$4,075AppliedToCurrentYearAmt
Remaining Distri From Corpus$6,175RemainingDistriFromCorpusAmt
Total Corpus$16,506TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$16,506ExcessDistriCyovToNextYrAmt
Excess From Year3$3,800ExcessFromYear3Amt
Excess From Year2$2,630ExcessFromYear2Amt
Excess From Year1$3,901ExcessFromYear1Amt
Excess From Current Year$6,175ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerDavid GordonContributingManagerNm
Contributing ManagerMelissa GordonContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

FieldValueIRS element (for citing)
Recipient PersonDavid GordonRecipientPersonNm

Recipient US Address RecipientUSAddress

FieldValueIRS element (for citing)
Address Line14048 Amherst AveAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Recipient Phone2144772757RecipientPhoneNum
Form And Info And MaterialsInformal letterFormAndInfoAndMaterialsTxt
Submission Deadlinesn/aSubmissionDeadlinesTxt
Restrictions On Awardsn/aRestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (5 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Defenders of Wildlife
1130 17th Street NWWashingtonDC20036EOFGeneral support$7,000
Smile Train
41 Madison AveNew YorkNY10010EOFGeneral support$1,500
Audobon
2904 Swiss AveDallasTX75204EOFGeneral support$250
World Wildlife Fund
1250 24th Street NWWashingtonDC20037EOFGeneral support$500
National Parks Conserv Assoc
777 6th Street NWWashingtonDC20001EOFGeneral support$500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$9,750TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,437RelatedOrExemptFunctionIncmAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Related Or Exempt Function Incm$2,437RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$2,437TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonDavid Melissa GordonContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line14048 Amherst AveAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd
FieldValueIRS element (for citing)
Total Contributions$10,500TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryTax PreparationCategoryTxt
Amt$500Amt
Net Investment Income$275NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$500DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockEquity Funds & Exchange traded FundsStockNm
EOY Book Value$54,768EOYBookValueAmt
EOYFMV$75,860EOYFMVAmt

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

FieldValueIRS element (for citing)
PersonDavid Melissa GordonPersonNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line14048 Amherst AveAddressLine1Txt
CityDallasCityNm
State AbbreviationTXStateAbbreviationCd
ZIP75225ZIPCd

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