BENITO AND FRANCES C GAGUINE FOUNDATION: Form 990PF, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- BENITO AND FRANCES C GAGUINE FOUNDATION (EIN 91-1792380)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-08-11
- IRS object ID
- 201442239349100214
- Schema version
- 2013v3.0
- 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 Decreases Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-08-11T10:27:33-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | 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 | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 610 | AddressLine1 |
| City | FULTON | City |
| State | MD | State |
| ZIP Code | 207590610 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | 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 | BusinessNameLine1 |
| Business Name Line2 | C/O JOHN GAGUINE | BusinessNameLine2 |
| 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 | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOHN GAGUINE | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9077892986 | PhoneNum |
| Signature | 2014-08-11 | 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 | 2014-08-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,971,682 | 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 | $142,134 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $142,134 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $557,260 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $853,800 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $557,260 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $699,394 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $699,394 | 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 | $9,875 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $5,243 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $12,247 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $27,365 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $702,900 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $702,900 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $730,265 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $702,900 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$30,871 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $699,394 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $1,029,896 | CashBOYAmt |
| Cash EOY | $998,744 | CashEOYAmt |
| Cash EOYFMV | $988,744 | CashEOYFMVAmt |
| Corporate Stock BOY | $17,179,471 | CorporateStockBOYAmt |
| Corporate Stock EOY | $17,128,743 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,982,938 | 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 | $19,209,367 | TotalAssetsBOYAmt |
| Total Assets EOY | $19,127,487 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,971,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $19,209,367 | CapitalStockBOYAmt |
| Capital Stock EOY | $19,127,487 | 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 | $19,209,367 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $19,127,487 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $19,209,367 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $19,127,487 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $19,209,367 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$30,871 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $19,178,496 | SubtotalAmt |
| Other Decreases | $51,009 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $19,127,487 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 275 SHS TELEPHONE DATA SYSTEMS | D | 2007-11-15 | 2013-08-06 | $8,325 | $17,078 | -$8,753 | -$8,753 |
| 275 SHS TELEPHONE DATA SYSTEMS | D | 2007-11-15 | 2013-08-06 | $8,325 | $16,033 | -$7,708 | -$7,708 |
| SHORT TERM GAINS CANACORD SEE ATTACHED | P | $173,452 | $156,107 | $17,345 | $17,345 | ||
| LONG TERM GAINS CANACORD LIST ATTACHED | P | $141,736 | $107,322 | $34,414 | $34,414 | ||
| CHARLES SCHWAB SUNOCO SALES ADJUSTMENT | D | 2007-11-09 | 2013-01-01 | $24,582 | $24,582 | $24,582 | |
| CAPITAL GAINS DIVIDENDS | P | $497,380 | $497,380 | $497,380 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $557,260 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $574,637 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $10,510,189 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.054674 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $711,282 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $11,450,218 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.062120 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $546,189 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,615,015 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051454 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $592,433 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $9,879,881 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059964 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $616,372 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,289,656 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.040313 | DistributionYr5Rt |
| Total Distribution | 0.268525 | TotalDistributionRt |
| Average Distribution | 0.053705 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $11,749,579 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $631,011 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,994 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $638,005 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $702,900 | 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 | $6,994 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,994 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $147 | EsPenaltyAmt |
| Tax Due | $7,141 | 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 | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
| 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/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JOHN GAGUINE | ||||||||
| 2551 VISTA DRIVE | 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 | 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 | $11,283,086 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $645,421 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,928,507 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,928,507 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $178,928 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,749,579 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $587,479 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $587,479 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,994 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,994 | TotalTaxAmt |
| Distributable Before Adj | $580,485 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $580,485 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $580,485 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $702,900 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $702,900 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,994 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $695,906 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $580,485 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $37,854 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $62,170 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $100,024 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $702,900 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $580,485 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $122,415 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $222,439 | 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 | $222,439 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $37,854 | ExcessFromYear2Amt |
| Excess From Year1 | $62,170 | ExcessFromYear1Amt |
| Excess From Current Year | $122,415 | 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 CRIVE | AddressLine1 |
| City | JUNEAU | City |
| State | AK | State |
| ZIP Code | 99801 | ZIPCode |
| 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 (11 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| FRIENDSHIP CITY PROJECT | ||||||
| 300 ARAPAHOE AVE | BOLDER | CO | 80302 | NONE | COMUNITY SERVICE | $12,000 |
| NAMIO INTERNATIONAL | ||||||
| 1420 OGDEN ST | DENVER | CO | 80218 | NONE | COMMUNITY SERVICE | $74,900 |
| SOUTHEAST ALASKA FOOD BANK | ||||||
| 10020 CRAZY HORSE | JUNEAU | AK | 99801 | NONE | COMMUNITY SERVICE | $500 |
| JUNEAU COMMUNITY FOUNDATION | ||||||
| 350 NORTH FRANKLIN ST 2 | JUNEAU | AK | 99801 | NONE | COMMUNITY SERVICE | $125,000 |
| SECOND MILE WATER | ||||||
| PO BOX 1332 | BOULDER | CO | 80306 | NONE | COMMUNITY SERVICE | $63,000 |
| MICROCREDIT ENTERPRISES | ||||||
| 5758 GEARY BLVD 261 | SAN FRANCISCO | CA | 94121 | NONE | COMMUNITY SERVICE | $4,500 |
| AWARE | ||||||
| PO BOX 20809 | JUNEAU | AK | 99802 | NONE | COMMUNITY SERVICE | $13,000 |
| INTERNATIONAL RESCUE COMMITTEE | ||||||
| 122 EAST 42ND ST | NEW YORK | NY | 10168 | NONE | COMMUNITY SERVICE | $250,000 |
| US FUND FOR UNICEF | ||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | NONE | COMMUNITY SERVICE | $100,000 |
| APPLETON FOUNDATION | ||||||
| PO BOX 1460 | SANTA CRUZ | CA | 95061 | NONE | COMMUNITY SERVICE | $50,000 |
| ENGENDERHEALTH | ||||||
| 440 NINETH AVE | NEW YORK | NY | 10001 | NONE | COMMUNITY SERVICE | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $702,900 | 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 | $142,134 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $557,260 | 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 | $699,394 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $699,394 | 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 | ACCOUNTING | CategoryTxt |
| Amt | $9,875 | 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 | $17,128,743 | EOYBookValueAmt |
| EOYFMV | $11,982,938 | 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 Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | REDUCTION IN STOCKS NOT REPORTED IN PRIOR YEAR (NOTE MATURED) | Description |
| Amount | $51,009 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT ADVISORY FEES | Desc |
| Revenue And Expenses Per Books | $12,247 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | US | CategoryTxt |
| Amt | $5,243 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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