BENITO AND FRANCES C GAGUINE FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BENITO AND FRANCES C GAGUINE FOUNDATION (EIN 91-1792380)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-02
- IRS object ID
- 201612159349100211
- Schema version
- 2015v2.1
- 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 Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-02T12:18:42-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 522363937 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM MORRIS & ASSOCIATES PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610 | AddressLine1Txt |
| City | FULTON | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 207590610 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911792380 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BENITO AND FRANCES GAGUINE FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O JOHN GAGUINE | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BENI | BusinessNameControlTxt |
| Phone | 9077892986 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2551 VISTA DRIVE NO D101 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GAGUINE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9077892986 | PhoneNum |
| Signature | 2016-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | WILLIAM L MORRIS JR | PreparerPersonNm |
| PTIN | P00037204 | PTIN |
| Phone | 3014981120 | PhoneNum |
| Preparation | 2016-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,462,379 | 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 | $155,906 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $155,906 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$335,913 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,940,412 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | -$180,007 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,906 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $20,825 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $9,789 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $16,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $47,295 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $915,079 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $915,079 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $962,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $915,079 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$1,142,381 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $155,906 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,017,947 | CashBOYAmt |
| Cash EOY | $843,741 | CashEOYAmt |
| Cash EOYFMV | $843,741 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,171,292 | CorporateStockBOYAmt |
| Corporate Stock EOY | $16,203,117 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,618,638 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $1,000,000 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,000,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,000,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $19,189,239 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,046,858 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,462,379 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $19,189,239 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,046,858 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $19,189,239 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,046,858 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,189,239 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,046,858 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,189,239 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$1,142,381 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $18,046,858 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $18,046,858 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt | SoldSoldDt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| CANACCORD/GENUITY | $135,894 | $132,631 | $3,263 | $3,263 | |||
| CANACCORD/GENUITY | $329,358 | $226,142 | $103,216 | $103,216 | |||
| BARRETT OPPORTUNITY FUND | $1,000,000 | $1,914,736 | -$914,736 | -$914,736 | 2007-11-09 | 2015-05-26 | |
| AOL | $3,750 | $2,816 | $934 | $934 | 2009-12-09 | 2015-06-26 | |
| CAPITAL GAINS DIVIDENDS | $471,410 | $471,410 | $471,410 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$335,913 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $820,861 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,038,863 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.062955 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $695,906 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,749,579 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.059228 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $574,637 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,510,189 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.054674 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $711,282 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,450,218 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.062120 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $546,189 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $10,615,015 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.051454 | DistributionYr5Rt |
| Total Distribution | 0.290431 | TotalDistributionRt |
| Average Distribution | 0.058086 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $12,715,118 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $738,570 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,559 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $740,129 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $915,079 | 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 | $1,559 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,559 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $38 | EsPenaltyAmt |
| Tax Due | $1,597 | TaxDueAmt |
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 | AK | 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 |
| Individual With Books | JOHN GAGUINE | IndividualWithBooksNm |
| Phone | 9077892986 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2551 VISTA DRIVE D101 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | 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 | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN GAGUINE | ||||||||
| 2551 VISTA DRIVE D101 | JUNEAU | AK | 99801 | PRESIDENT & DIRECTOR | 0.00 | $0 | $0 | $0 |
| MARY ALICE MCKEEN | ||||||||
| 212 W NINTH STREET | JUNEAU | AK | 99801 | VICE PRESIDENT &DIRECTOR | 0.00 | $0 | $0 | $0 |
| ROBERT STORER | ||||||||
| 114 W 6TH STREET | JUNEAU | AK | 99801 | TREASURER & DIRECTOR | 0.00 | $0 | $0 | $0 |
| CYNTHIA GAGUINE | ||||||||
| 2551 VISTA DRIVE D101 | JUNEAU | AK | 99801 | SECRETARY & DIRECTOR | 0.00 | $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 | $11,833,713 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,075,036 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,908,749 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $12,908,749 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $193,631 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,715,118 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $635,756 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $635,756 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,559 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,559 | TotalTaxAmt |
| Distributable Before Adj | $634,197 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $634,197 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $634,197 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $915,079 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $915,079 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,559 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $913,520 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $634,197 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $37,854 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $62,170 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $122,415 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $187,196 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $409,635 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $915,079 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $634,197 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $280,882 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $690,517 | 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 | $690,517 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $37,854 | ExcessFromYear4Amt |
| Excess From Year3 | $62,170 | ExcessFromYear3Amt |
| Excess From Year2 | $122,415 | ExcessFromYear2Amt |
| Excess From Year1 | $187,196 | ExcessFromYear1Amt |
| Excess From Current Year | $280,882 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOHN GAGUINE | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2551 VIATA DRIVE D101 | AddressLine1Txt |
| City | JUNEAU | CityNm |
| State Abbreviation | AK | StateAbbreviationCd |
| ZIP | 99801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 9077892986 | RecipientPhoneNum |
| Form And Info And Materials | NO SPECIFIC REQUIREMENTS | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NO | SubmissionDeadlinesTxt |
| Restrictions On Awards | NO | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| APPLETON FOUNDATION | |||||||
| PO BOX 1460 | SANTA CRUZ | CA | 95061 | NONE | EOF | COMMUNITY SERVICE | $110,000 |
| CATHOLIC COMMUNITY SERVICES | |||||||
| 419 6TH STREET | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $20,500 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | EOF | COMMUNITY SERVICE | $250,000 |
| NAMLO INTERNATIONAL | |||||||
| 1420 OGDEN ST | DENVER | CO | 80218 | NONE | EOF | COMMUNITY SERVICE | $105,000 |
| NOTHING BUT NETS - UNITED NATIONS FOUNDATION | |||||||
| 1750 PENNSYLVANIA AVE NW SUITE 300 | WASHINGTON | DC | 20006 | NONE | EOF | COMMUNITY SERVICE | $72,000 |
| PROJECT GETTYSBURG-LEON | |||||||
| GETTYSBURG COLLEGE BOX 2456 | GETTYSBURG | PA | 173251486 | NONE | NC | COMMUNITY SERVICE | $25,000 |
| SHOT LIFE - UNITED NATIONS FOUNDATION | |||||||
| 1800 MASSACHUSETTS AVE NW SUITE 400 | WASHINGTON | DC | 20036 | NONE | EOF | COMMUNITY SERVICE | $33,000 |
| MALE CONTRACEPTIVE INITIATIVE | |||||||
| 5601 PELHAM RD | DURHAM | NC | 27713 | NONE | EOF | COMMUNITY SERVICE | $8,000 |
| BOULDER-JALAPA FRIENDSHIP CITY PROJECTS | |||||||
| PO BOX 7452 | BOULDER | CO | 80306 | NONE | EOF | COMMUNITY SERVICE | $25,000 |
| PORTLAND CENTRAL AMERICAN SOLIDARITY COMM | |||||||
| 2249 E BURNSIDE ST | PORTLAND | OR | 97232 | NONE | EOF | COMMUNITY SERVICE | $1,000 |
| ENGENDER HEALTH | |||||||
| 4409TH AVE 12 | NEW YORK | NY | 10001 | NONE | EOF | COMMUNITY SERVICE | $31,400 |
| AMERICAN RIVERS | |||||||
| 1101 14TH ST NW 1400 | WASHINGTON | DC | 20005 | NONE | EOF | COMMUNITY SERVICE | $6,000 |
| SOUTHEAST ALASKA FOOD BANK | |||||||
| 10020 CRAZY HORSE DR | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $500 |
| LOVE INC | |||||||
| 601 MAIN ST C | KENAI | AK | 99611 | NONE | EOF | COMMUNITY SERVICE | $3,000 |
| ALASKA LEGAL SERVICES | |||||||
| 1016 W 6TH AVE 200 | ANCHORAGE | AK | 99501 | NONE | EOF | COMMUNITY SERVICE | $10,000 |
| CHILDRENS HIMALAYAN FUND | |||||||
| PO BOX 15644 | BEVERLY HILLS | CA | 90209 | NONE | EOF | COMMUNITY SERVICE | $35,000 |
| GLOBAL GIVING (DCWC) | |||||||
| 1110 VERMONT AVE NW | WASHINGTON | DC | 20005 | NONE | EOF | COMMUNITY SERVICE | $15,000 |
| JUNEAU SCHOOL DISTRIC LEAP | |||||||
| 1208 GLACIER AVE | JUNEAU | AK | 99803 | NONE | EOF | COMMUNITY SERVICE | $1,500 |
| FRONT STREET CLINIC | |||||||
| 2525 FRONT ST 202 | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $10,000 |
| MUSCULAR DYSTROPHY ASSOC | |||||||
| 121 WEST FIREWWED LN 100 | ANCHORAGE | AK | 99503 | NONE | EOF | COMMUNITY SERVICE | $1,600 |
| JUNEAU PIONEER HOME AUXILLARY | |||||||
| 4675 GLACIER HWY | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $9,579 |
| DZ BREAKFAST PROGRAM | |||||||
| 801 W 10TH ST 200 | JUNEAU | AK | 99811 | NONE | EOF | COMMUNITY SERVICE | $1,000 |
| JUNEAU JAZZ & CLASSICS | |||||||
| 350 WHITTIER ST 105 | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $1,000 |
| NORTHERN LIGHT UNITED CHURCH | |||||||
| 400 W 11TH ST | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $1,000 |
| ALDERSGATE UNITED METHODIST CHURCH | |||||||
| 9161 CINEMA DRI | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $1,000 |
| DOUGLAS UNITED METHODIST CHURCH | |||||||
| 1106 3RD ST | DOUGLAS | AK | 99824 | NONE | EOF | COMMUNITY SERVICE | $7,000 |
| JUNEAU COMMUNITY FOUNDATION | |||||||
| 350 N FRANKLIN ST 4 | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $55,000 |
| GLORY HOLE | |||||||
| 241 S FRANKLIN ST | JUNEAU | AK | 99801 | NONE | EOF | COMMUNITY SERVICE | $15,000 |
| HEIFER INTERNATIONAL | |||||||
| 1 WORLD AVE | LITTLE ROCK | AR | 72202 | NONE | EOF | COMMUNITY SERVICE | $5,000 |
| BIG BROTHERS BIG SISTERS OF ALASKA | |||||||
| 1057 W FRIEWEED LN 202 | ANCHORAGE | AK | 99503 | NONE | EOF | COMMUNITY SERVICE | $5,000 |
| OUTSIDE IN | |||||||
| 1132 SW 13TH AVE | PORTLAND | OR | 97205 | NONE | EOF | COMMUNITY SERVICE | $1,000 |
| WORLD RELIEF SEATTLE | |||||||
| 841 CENTRAL AVE N | SEATTLE | WA | 98032 | NONE | EOF | COMMUNITY SERVICE | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $915,079 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $155,906 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | -$335,913 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | -$180,007 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$180,007 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (4 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 4 | DIVIDENDS AND INTEREST ARE FROM ASSETS CONTRIBUTED AND INCREASE |
| 4 | THE AMOUNTS AVAILABLE FOR CHARITABLE PURPOSES. |
| 8 | CAPITAL GAINS ARE FROM MUTUAL FUNDS DONATED TO THE FOUNDATION AND |
| 8 | SALES OF SECURITIES DONATED. SEE LINE 4 ABOVE |
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 | LEGAL AND ACCOUNTING TWO YEARS | CategoryTxt |
| Amt | $20,825 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCKS - | StockNm |
| EOY Book Value | $16,203,117 | EOYBookValueAmt |
| EOYFMV | $11,618,638 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOAN RECEIVABLE MICROCREDIT ENTERPRISES | Desc |
| BOY Book Value | $1,000,000 | BOYBookValueAmt |
| EOY Book Value | $1,000,000 | EOYBookValueAmt |
| EOYFMV | $1,000,000 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $16,681 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| US | $9,504 | $0 | $0 |
| FOREIGN TAXES ON DIVIDENDS | $285 | $0 | $0 |
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