GAMBLE FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GAMBLE FOUNDATION (EIN 94-1680503)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202523149349100847
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-10T13:23:32-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331197384 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANDERSEN TAX LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 BUSH STREET SUITE 1700 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 941680503 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GAMBLE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O LJ TRUST COMPANY LLC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GAMB | BusinessNameControlTxt |
| Phone | 7753287020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 S MCCARRAN BLVD SUITE 3040 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89509 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GREG T PRICE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4157828100 | PhoneNum |
| Signature | 2025-11-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GERALD A BYRNES | PreparerPersonNm |
| PTIN | P02196725 | PTIN |
| Phone | 4157642700 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $33,706,748 | 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 | $690,776 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $687,441 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $407,126 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,525,530 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $407,126 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,097,902 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,094,567 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $4,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $4,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $6,080 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $3,040 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $3,040 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $5,600 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,800 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $2,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $95,847 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $95,847 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $714 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $0 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $18,282 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $282 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $1,175 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $1,175 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $59,121 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $26,390 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $32,731 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $190,819 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $32,230 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $139,875 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,455,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,455,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,645,819 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $32,230 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,594,875 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$547,917 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,062,337 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $115,638 | CashBOYAmt |
| Cash EOY | $79,278 | CashEOYAmt |
| Cash EOYFMV | $79,278 | CashEOYFMVAmt |
| Other Investments BOY | $8,533,731 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $8,022,149 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $33,627,470 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $82,934 | OtherAssetsBOYAmt |
| Other Assets EOY | $82,934 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $0 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $8,732,303 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,184,361 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $33,706,748 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $3,574,668 | CapitalStockBOYAmt |
| Capital Stock EOY | $3,574,668 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $5,157,635 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,609,693 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $8,732,303 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,184,361 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $8,732,303 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,184,361 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $8,732,303 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$547,917 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $8,184,386 | SubtotalAmt |
| Other Decreases | $25 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $8,184,361 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | P | $390,000 | $389,978 | $22 | $22 |
| PUBLICLY TRADED SECURITIES | P | $2,135,530 | $1,728,426 | $407,104 | $407,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $407,126 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $22 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $14,766 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $14,766 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $14,766 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,084 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $16,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $32,084 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $17,318 | OverpaymentAmt |
| Applied To ES Tax | $17,318 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | CA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LJ TRUST COMPANY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7753287020 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6900 S MCCARRAN BLVD SUITE 3040 | AddressLine1Txt |
| City | RENO | CityNm |
| State Abbreviation | NV | StateAbbreviationCd |
| ZIP | 89509 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 (7 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 |
|---|---|---|---|---|---|---|---|---|
| GREG T PRICE | ||||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | PRESIDENT | 0.77 | $0 | $0 | $0 |
| DAVID J GAMBLE | ||||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | VICE PRESIDENT | 0.77 | $0 | $0 | $0 |
| SUSAN GROVER | ||||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | TREASURER | 0.77 | $4,000 | $0 | $0 |
| EMMA C PRICE | ||||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | SECRETARY | 0.77 | $0 | $0 | $0 |
| AIMEE GAMBLE PRICE | ||||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | DIRECTOR | 0.77 | $0 | $0 | $0 |
| LAUNCE A GAMBLE | ||||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | DIRECTOR | 0.77 | $0 | $0 | $0 |
| THOMAS G PRICE | ||||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | DIRECTOR | 0.77 | $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 | $33,326,887 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $280,455 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $33,607,342 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $33,607,342 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $504,110 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $33,103,232 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,655,162 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,655,162 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $14,766 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $14,766 | TotalTaxAmt |
| Distributable Before Adj | $1,640,396 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,640,396 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,640,396 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,594,875 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,594,875 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,640,396 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $84,454 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $12,492 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $96,946 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,594,875 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,594,875 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $45,521 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $45,521 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $51,425 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $51,425 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $38,933 | ExcessFromYear2Amt |
| Excess From Year1 | $12,492 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | GREG T PRICE | ContributingManagerNm |
| Contributing Manager | DAVID J GAMBLE | ContributingManagerNm |
| Contributing Manager | SUSAN GROVER | ContributingManagerNm |
| Contributing Manager | EMMA C PRICE | ContributingManagerNm |
| Contributing Manager | AIMEE GAMBLE PRICE | ContributingManagerNm |
| Contributing Manager | LAUNCE A GAMBLE | ContributingManagerNm |
| Contributing Manager | THOMAS G PRICE | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MELISSA MORAZAN | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1660 BUSH STREET SUITE 1600 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 4155616540 | RecipientPhoneNum |
| Form And Info And Materials | LETTER OF REQUEST | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | CHARITABLE ORGANIZATIONS | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (28 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| THE GF FUND | ||||||
| 6900 S MCCARRAN BLVD SUITE 3040 | RENO | NV | 89509 | PC | GENERAL PURPOSE | $305,000 |
| SUSTAINABLE CONSERVATION | ||||||
| 98 BATTERY STREET SUITE 302 | SAN FRANCISCO | CA | 94111 | PC | GENERAL PURPOSE | $50,000 |
| MODOC NATION | ||||||
| 22 N EIGHT TRIBES TRL | MIAMI | OK | 94354 | PC | GENERAL PURPOSE | $30,000 |
| COMMUNITY MOVEMENT BUILDERS INC | ||||||
| 3175 SULLIVAN RD | SEBASTOPOL | GA | 95472 | PC | GENERAL PURPOSE | $30,000 |
| CENTER FOR LAND-BASED LEARNING | ||||||
| 40140 BEST RANCH ROAD | WOODLAND | CA | 95776 | PC | GENERAL PURPOSE | $50,000 |
| CALIFORNIA RANGELAND TRUST | ||||||
| 1225 H STREET | SACRAMENTO | CA | 95814 | PC | GENERAL PURPOSE | $10,000 |
| RIVER PARTNERS | ||||||
| 580 VALLOMBROSA AVENUE | CHICO | CA | 95926 | PC | GENERAL PURPOSE | $50,000 |
| CLEAR LAKE ENVIRONMENTAL RESEARCH CENTER | ||||||
| PO BOX 636 | LAKEPORT | CA | 95453 | PC | GENERAL PURPOSE | $15,000 |
| CULTURAL CONSERVANCY SACRED LAND FOUNDATION | ||||||
| PO BOX 29044 | SAN FRANCISCO | CA | 941290044 | PC | GENERAL PURPOSE | $50,000 |
| AUDUBON CANYON RANCH INC | ||||||
| PO BOX 577 | STINSON BEACH | CA | 94970 | PC | GENERAL PURPOSE | $50,000 |
| MENDOCINO COUNTY RESOURCE CONSERVATION DISTRICT | ||||||
| 410 JONES STREET SUITE C-3 | UKIAH | CA | 95482 | PC | GENERAL PURPOSE | $60,000 |
| EARTH ISLAND INSTITUTE | ||||||
| 2150 ALLSTON WAY SUITE 460 | BERKELEY | CA | 94704 | PC | GENERAL PURPOSE | $60,000 |
| SONOMA RESOURCE CONSERVATION DISTRICT | ||||||
| 1221 FARMERS LANE SUITE F | SANTA ROSA | CA | 95405 | PC | GENERAL PURPOSE | $50,000 |
| LAKE COUNTY RESOURCE CONSERVATION DISTRICT | ||||||
| 889 LAKEPORT BLVD | LAKEPORT | CA | 954535405 | PC | GENERAL PURPOSE | $40,000 |
| URBAN TILTH | ||||||
| 323 BROOKSIDE DRIVE | RICHMOND | CA | 94801 | PC | GENERAL PURPOSE | $40,000 |
| KISS THE GROUND | ||||||
| PO BOX 515381 PMB 63508 | LOS ANGELES | CA | 900516681 | PC | GENERAL PURPOSE | $15,000 |
| WILD FARM ALLIANCE | ||||||
| PO BOX 2570 | WATSONVILLE | CA | 95077 | PC | GENERAL PURPOSE | $20,000 |
| THE UNIVERSITY FOUNDATION CALIFORNIA STATE UNIVERSITY CHICO | ||||||
| 25 MAIN ST UNIT 203 | CHICO | CA | 959285388 | PC | GENERAL PURPOSE | $15,000 |
| GOLD RIDGE RESOURCE CONSERVATION DISTRICT | ||||||
| 2776 SULLIVAN ROAD | SEBASTOPOL | CA | 95472 | PC | GENERAL PURPOSE | $50,000 |
| FARM TO GROW INC | ||||||
| PO BOX 10504 | OAKLAND | CA | 94610 | PC | GENERAL PURPOSE | $60,000 |
| NAPA COUNTY RESOURCE CONSERVATION DISTRICT | ||||||
| 1303 JEFFERSON ST SUITE 500B | NAPA | CA | 94559 | PC | GENERAL PURPOSE | $40,000 |
| TRIBAL ECO RESTORATION ALLIANCE | ||||||
| PO BOX 271 | POTTER VALLEY | CA | 95469 | PC | GENERAL PURPOSE | $60,000 |
| CALIFORNIA FARMLINK | ||||||
| 335 SPRECKELS DRIVE SUITE F | APTOS | CA | 95003 | PC | GENERAL PURPOSE | $60,000 |
| AMAH MUTSUN LAND TRUST | ||||||
| 2460 17TH AVE 1019 | SANTA CRUZ | CA | 950621860 | PC | GENERAL PURPOSE | $35,000 |
| COMMUNITY ALLIANCE WITH FAMILY FARMER FOUNDATION | ||||||
| PO BOX 363 | DAVIS | CA | 95617 | PC | GENERAL PURPOSE | $50,000 |
| AGRICULTURE AND LAND BASED TRAINING ASSOCIATION | ||||||
| PO BOX 6264 | SALINAS | CA | 93912 | PC | GENERAL PURPOSE | $60,000 |
| MARIN RESOURCE CONSERVATION DISTRICT | ||||||
| PO BOX 1146 | POINTE REYES STATION | CA | 94956 | PC | GENERAL PURPOSE | $40,000 |
| KITCHEN TABLE ADVISORS | ||||||
| 2150 ALLSTON WAY SUITE 320 | BERKELEY | CA | 94704 | PC | GENERAL PURPOSE | $60,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,455,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $690,776 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $407,126 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,097,902 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,097,902 | TotalIncomeProducingActyAmt |
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 | ACCOUNTING FEES | CategoryTxt |
| Amt | $5,600 | Amt |
| Net Investment Income | $2,800 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,800 | DisbursementsCharitablePrpsAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CHARLES SCHWAB #2318 CORPORATE STOCK | AT COST | $7,074,437 | $32,657,534 |
| CHARLES SCHWAB #2318 CORPORATE BONDS | AT COST | $947,712 | $969,936 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $6,080 | LegalFeesAmt |
| Net Investment Income | $3,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,040 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFER TAX LOSS | Desc |
| BOY Book Value | $82,934 | BOYBookValueAmt |
| EOY Book Value | $82,934 | EOYBookValueAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TIMING DIFFERENCE | Desc |
| Amt | $25 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INSURANCE | $1,190 | $1,190 | $0 | $0 |
| INVESTMENT MANAGEMENT SERVICES | $25,200 | $25,200 | $0 | $0 |
| ADMINISTRATIVE SERVICES | $20,339 | $0 | $0 | $20,339 |
| MEALS AND ENTERTAINMENT | $392 | $0 | $0 | $392 |
| MEMBERSHIP & SUBSCRIPTIONS | $12,000 | $0 | $0 | $12,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| GRANT SELECTION SERVICES | $48,328 | $0 | $0 | $48,328 |
| PROFESSIONAL FEES | $47,519 | $0 | $0 | $47,519 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| OTHER TAXES AND LICENSES | $282 | $0 | $0 | $282 |
| PRIOR YEAR FEDERAL TAXES PAID IN CURRENT YEAR | $18,000 | $0 | $0 | $0 |
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