GOUW FAMILY FOUNDATION: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GOUW FAMILY FOUNDATION (EIN 95-4713778)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-06-14
- IRS object ID
- 201331669349100703
- Schema version
- 2012v2.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2013-06-14T10:03:22-07:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WilsonMorgan LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1920 MAIN ST STE 950 | AddressLine1 |
| City | IRVINE | City |
| State | CA | State |
| ZIP Code | 926148216 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954713778 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE GOUW FAMILY FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GOUW | NameControl |
| Phone | 6265833512 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 Locksley Drive | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JULIA GOUW | Name |
| Title | PRESIDENT | Title |
| Date Signed | 2013-06-10 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | John A Eckweiler | Name |
| PTIN | P00130057 | PTIN |
| Phone | 9494287400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 31945 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Not Required To Attach Schedule B | X | NotRequiredToAttachScheduleB |
| Interest On Savings Rev And Expnss | 5 | InterestOnSavingsRevAndExpnss |
| Interest On Savings Net Invst Incm | 5 | InterestOnSavingsNetInvstIncm |
| Interest On Savings Adj Net Incm | 5 | InterestOnSavingsAdjNetIncm |
| Total Revenue And Expenses | 5 | TotalRevenueAndExpenses |
| Total Net Investment Income | 5 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 5 | TotalAdjustedNetIncome |
| Accounting Fees Rev And Expnss | 1602 | AccountingFeesRevAndExpnss |
| Taxes Rev And Expnss | 10 | TaxesRevAndExpnss |
| Tot Opr Expenses Rev And Expnss | 1612 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 0 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 0 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 1612 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Dsbrs Chrtbl Prps | 0 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | -1607 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 5 | NetInvestmentIncome |
| Adjusted Net Income | 5 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Savings And Temp Cash Invst BOY | 8097 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 6487 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 6487 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 25455 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 25458 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 25458 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 33552 | TotalAssetsBOY |
| Total Assets EOY | 31945 | TotalAssetsEOY |
| Total Assets EOYFMV | 31945 | TotalAssetsEOYFMV |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Follow SFAS117 | X | OrgThatFollowSFAS117 |
| Unrestricted BOY | 33552 | UnrestrictedBOY |
| Unrestricted EOY | 31945 | UnrestrictedEOY |
| Total Net Assets BOY | 33552 | TotalNetAssetsBOY |
| Total Net Assets EOY | 31945 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 33552 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 31945 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 33552 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | -1607 | ExcessOfRevenueOverExpenses |
| Subtotal | 31945 | Subtotal |
| Total Net Assets Fund Balances EOY | 31945 | TotalNetAssetsFundBalancesEOY |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | false | LiableFor4942Tax |
| Noncharitable Assets Year1 | 33672 | NoncharitableAssetsYear1 |
| Qualifying Distributions Year2 | 300000 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 178742 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 1.67840 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 1131 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 271458 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.00417 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 167991 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 360097 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.46652 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 62068 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 310673 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.19979 | DistributionRatioYear5 |
| Total Distribution Ratio | 2.34887 | TotalDistributionRatio |
| Average Distribution Ratio | 0.46977 | AverageDistributionRatio |
| Net Noncharitable Assets | 32258 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 15154 | AdjustedNoncharitableAssets |
| Adj Nonchrtbl Assets And One | 15154 | AdjNonchrtblAssetsAndOnePct |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 0 | InvestmentIncomeExciseTax |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | false | LegislativePoliticalActivities |
| More Than100 Spent | false | MoreThan100Spent |
| Form1120 POL Filed | false | Form1120POLFiled |
| Activities Not Prev Reported | false | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | false | UnrelatedBusIncomeOver1000 |
| Form990 T Filed | false | Form990TFiled |
| Termination Etc | false | TerminationEtc |
| Requirements Of Sect508e | true | RequirementsOfSect508e |
| At Least5000 In Assets | true | AtLeast5000InAssets |
| States Filed With | CA | StatesFiledWith |
| Form990 PF Filed With AG | true | Form990PFFiledWithAG |
| Private Operating Foundation | false | PrivateOperatingFoundation |
| New Substantial Contributors | false | NewSubstantialContributors |
| Interest In Controlled Entity | false | InterestInControlledEntity |
| Applicable Insurance Contract | false | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | true | ComplyWithPublicInspectionRqr |
| Website Address | N/A | WebsiteAddress |
Books In Care Of Business Name BooksInCareOfBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Julia S Gouw | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Books In Care Of Phone Number | 6265833512 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3625 Locksley Drive | AddressLine1 |
| City | Pasadena | City |
| State | CA | State |
| ZIP Code | 91107 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | false | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | false | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | false | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | false | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | false | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | false | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | false | PaymentToGovernmentOffical |
| Acts Fail To Qualify As Exceptions | false | ActsFailToQualifyAsExceptions |
| Uncorrected Prior Acts | false | UncorrectedPriorActs |
| Undistributed Income Prior Years | false | UndistributedIncomePriorYears |
| Undistr Income4942a2 Not Applied | false | UndistrIncome4942a2NotApplied |
| Business Holdings | false | BusinessHoldings |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Jeopardy Investments | false | JeopardyInvestments |
| Uncorrected Jeopardy Investments | false | UncorrectedJeopardyInvestments |
| Influence Legislation | false | InfluenceLegislation |
| Influence Election | false | InfluenceElection |
| Grants To Individuals | false | GrantsToIndividuals |
| Grants To Organizations | false | GrantsToOrganizations |
| Noncharitable Purpose | false | NoncharitablePurpose |
| Tr Fail To Qualify As Exceptions | false | TrFailToQualifyAsExceptions |
| Maint Expend Responsibility | false | MaintExpendResponsibility |
| Rcv Funds To Pay Prsnl Bnft Contract | false | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | false | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | false | ProhibitedTaxShelterTransactn |
| Proceeds Or Net Income | false | ProceedsOrNetIncome |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (2 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation |
|---|---|---|---|---|---|---|
| Ken K Gouw | ||||||
| 3625 Locksley Drive | Pasadena | CA | 91107 | Secretary | 0.00 | 0 |
| Julia S Gouw | ||||||
| 3625 Locksley Drive | Pasadena | CA | 91107 | President | 0.00 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 25457 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 7292 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 32749 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Adj Total FMV Of Unused Assets | 32749 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 491 | CashDeemedCharitable |
| Net Noncharitable Assets | 32258 | NetNoncharitableAssets |
| Minimum Investment Return | 1613 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 1613 | MinimumInvestmentReturn |
| Distributable Amount Before Adj | 1613 | DistributableAmountBeforeAdj |
| Distributable Amount Before Ded | 1613 | DistributableAmountBeforeDed |
| Distributable Amount As Adjusted | 1613 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 0 | ExpensesAndContributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 1613 | DistributableAmountAsAdjusted |
| Excess Distri Carryover Year5 | 44946 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 150140 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year2 | 291099 | ExcessDistriCarryoverYear2 |
| Total Excess Distri Carryover | 486185 | TotalExcessDistriCarryover |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 1613 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 1613 | ExcessDistriCyovAppliedCY |
| Total Corpus | 484572 | TotalCorpus |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Excess Distri Cyov From Year5 | 43333 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 441239 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 150140 | ExcessFromYear4 |
| Excess From Year2 | 291099 | ExcessFromYear2 |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Julia S Gouw | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Int On Savings And Temp Cash Invst IntOnSavingsAndTempCashInvst
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5 | ExclusionAmount |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $5 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 5 | TotalPartXVIA |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | false | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | false | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | false | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | false | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | false | ReimbursementArrangements |
| Loans Or Loan Guarantees | false | LoansOrLoanGuarantees |
| Performance Of Services Etc | false | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | false | RelationshipsNoncharitableEOs |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees AccountingFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Accounting Fees | Category |
| Amount | $1,602 | Amount |
| Net Investment Income | 0 | NetInvestmentIncome |
| Adjusted Net Income | 0 | AdjustedNetIncome |
| Disbursements Charitable Prps | 0 | DisbursementsCharitablePrps |
Taxes Schedule TaxesSchedule
Taxes Taxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FTB Filing fee | Category |
| Amount | $10 | Amount |
Comments