JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
- Tax period
- 2025-01-01 to 2025-12-31
- Filed
- 2026-05-14
- IRS object ID
- 202641349349101639
- Schema version
- 2025v4.1
- 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
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-14T09:02:39-07:00 | ReturnTs |
| Tax Period End | 2025-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331944380 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Sonoda & Berry CPA INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 E Anaheim Rd | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 330345249 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Josephine S Gumbiner Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOSE | BusinessNameControlTxt |
| Phone | 5624372882 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W Broadway Ste 312 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIE MEENAN | PersonNm |
| Person Title | Executive Dir. | PersonTitleTxt |
| Signature | 2026-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PENNY BERRY | PreparerPersonNm |
| PTIN | P01953391 | PTIN |
| Phone | 7143137579 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,416,242 | 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 | $311,176 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $311,176 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $7,818 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $6,412,068 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $7,818 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $318,994 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $318,994 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $127,500 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $127,500 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $2,415 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $2,415 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,300 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,150 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,150 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $43,058 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $43,058 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $14,126 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10,100 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $12,900 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,900 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $38,852 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $38,852 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $243,151 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $45,208 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $193,917 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,950,950 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,950,950 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,194,101 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $45,208 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,144,867 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,875,107 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $273,786 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $112,367 | CashBOYAmt |
| Cash EOY | $173,419 | CashEOYAmt |
| Cash EOYFMV | $173,419 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $316,559 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $733,220 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $733,220 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $20,288 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $5,394 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $5,394 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $4,680,789 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $3,323,424 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $3,393,261 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $5,051,162 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,070,601 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,110,948 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,936 | LandBldgEquipAccumDeprecAmt |
| Total Assets BOY | $10,181,165 | TotalAssetsBOYAmt |
| Total Assets EOY | $6,306,058 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,416,242 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,181,165 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $6,306,058 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,181,165 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $6,306,058 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,181,165 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $6,306,058 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,181,165 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,875,107 | ExcessRevenueOverExpensesAmt |
| Subtotal | $6,306,058 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $6,306,058 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100000 US TREASURY NT 1.75% | P | 2020-01-01 | 2025-03-17 | $100,000 | $96,691 | $3,309 | $3,309 |
| 160000 US TREASURY NT 3.875% | P | 2020-01-01 | 2025-03-19 | $162,858 | $158,465 | $4,393 | $4,393 |
| 435000 US TREASURY NT 3.875% | P | 2020-01-01 | 2025-03-31 | $435,000 | $430,842 | $4,158 | $4,158 |
| 35000 US TREASURY BILL 25 | P | 2020-01-01 | 2025-03-26 | $34,975 | $34,574 | $401 | $401 |
| 40000 US TREASURY BILL | P | 2020-01-01 | 2025-04-01 | $40,000 | $39,514 | $486 | $486 |
| 190000 US TREASURY NT 3.125% | P | 2020-01-01 | 2025-05-13 | $190,804 | $186,092 | $4,712 | $4,712 |
| 375000 THE CHARLES SCHW 3.85 | P | 2020-01-01 | 2025-05-21 | $375,000 | $368,260 | $6,740 | $6,740 |
| 450000 US TREASURY NT 3.125% | P | 2020-01-01 | 2025-06-04 | $453,118 | $440,744 | $12,374 | $12,374 |
| 300000 ROYAL BK CDA GL 1.15% | P | 2020-01-01 | 2025-06-10 | $300,000 | $300,948 | -$948 | -$948 |
| 500000 CONSTELLATION BRAND 5% | P | 2020-01-01 | 2025-06-12 | $500,000 | $499,520 | $480 | $480 |
| 300000 VERIZON COMMUNI 4.125% | P | 2020-01-01 | 2025-06-25 | $300,213 | $334,239 | -$34,026 | -$34,026 |
| 360000 US TREASURY NT 3.125% | P | 2020-01-01 | 2025-08-15 | $360,000 | $352,595 | $7,405 | $7,405 |
| 500000 US TREASURY NT 5% | P | 2020-01-01 | 2025-09-02 | $500,000 | $504,015 | -$4,015 | -$4,015 |
| 500000 THE WALT DISNEY 3.15% | P | 2020-01-01 | 2025-09-17 | $500,000 | $485,205 | $14,795 | $14,795 |
| 300000 COMCAST COP 3.95% | P | 2020-01-01 | 2025-09-22 | $300,000 | $337,945 | -$37,945 | -$37,945 |
| 500000 BROADCOM CORP 3.875% | P | 2020-01-01 | 2025-10-23 | $500,100 | $486,300 | $13,800 | $13,800 |
| 360000 US TRESURY | P | 2020-01-01 | 2025-11-13 | $360,000 | $356,422 | $3,578 | $3,578 |
| 200000 US TREASURY NT 4.5% | P | 2020-01-01 | 2025-11-17 | $200,000 | $198,492 | $1,508 | $1,508 |
| 500000 US TREASURY NT 4.875% | P | 2020-01-01 | 2025-12-01 | $500,000 | $504,293 | -$4,293 | -$4,293 |
| 300000 THE GOLDMAN SACHS VAR 26 | P | 2020-01-01 | 2025-12-09 | $300,000 | $289,094 | $10,906 | $10,906 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $7,818 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,806 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,806 | SubtotalAmt |
| Tax Based On Investment Income | $3,806 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,200 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $9,200 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $5,394 | OverpaymentAmt |
| Applied To ES Tax | $5,394 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | JSGF.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5624372882 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W Broadway 312 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90802 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | 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 |
|---|---|---|---|---|---|---|
| ALIS GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | President | 1.00 | $750 |
| ERIN MAGHIE | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $750 |
| DENNIS ROCKWAY | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $750 |
| BURKE GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | CFO | 1.00 | $750 |
| LEE GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Vice President | 1.00 | $500 |
| JULIE MEENAN | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Executive Dir. | 40.00 | $123,000 |
| LYNN SHAW | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $750 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CERITY PARTNERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 S FIGUEROA ST STE 2000 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 900175726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $43,058 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $8,026,028 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $327,019 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,353,047 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $8,353,047 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,296 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,227,751 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $411,388 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $411,388 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,806 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,806 | TotalTaxAmt |
| Distributable Before Adj | $407,582 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $407,582 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $407,582 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,144,867 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $4,144,867 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $407,582 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $495,393 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $423,932 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $485,472 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $622,286 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,685,064 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $4,712,147 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,144,867 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $407,582 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,737,285 | RemainingDistriFromCorpusAmt |
| Total Corpus | $8,449,432 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $495,393 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $7,954,039 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $423,932 | ExcessFromYear4Amt |
| Excess From Year3 | $485,472 | ExcessFromYear3Amt |
| Excess From Year2 | $622,286 | ExcessFromYear2Amt |
| Excess From Year1 | $2,685,064 | ExcessFromYear1Amt |
| Excess From Current Year | $3,737,285 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | JOSEPHINE S GUMBINER FOUNDATION | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 333 W BROADWAY STE 312 | AddressLine1Txt |
| City | LONG BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908024438 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5624374212 | RecipientPhoneNum |
| Recipient Email Address | JOSEPHINESGUMBINER@GMAIL.COM | RecipientEmailAddressTxt |
| Form And Info And Materials | SEE STATEMENT 11 | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE-BOARD MEETS QUARTERLY TO CONSIDER NEW FUNDING | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE WILL BE GIVEN TO 501C3 ORGANIZATIONS INVOLVED IN PROGRAMS FOR PROTECTING AND ENRICHING THE LIVES OF WOMEN AND CHILDREN IN THE LONG BEACH AREA OF SOUTHERN CALIFORNIA, AND PARTICULARLY PROGRAMS FOCUSING ON DAY CARE, EDUCATION, HOUSING, RECREATION, THE ARTS AND HEALTH CARE. THE FOUNDATION DOES NOT MAKE GRANTS TO INDIVIDUALS, POLITICAL CAMPAIGNS, LOBBYING EFFORTS OR ANY ORGANIZATIONS THAT DISCRIMINATE ON THE BASIS OF RACE, CREED, SEXUAL ORIENTATION OR NATIONAL ORIGIN. THE FOUNDATION IS PRIMARILY INTERESTED IN AWARDING GRANTS IN AMOUNTS UP TO $50,000. FOR GRANTS OF $25,000 OR MORE, THE FOUNDATION MAY ELECT TO DISTRIBUTE THE DESIGNATED FUNDS IN A SERIES OF PAYMENTS OVER THE LIFE OF THE PROJECT. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (80 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 789 NORTH FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | PC | GENERAL DONATION | $50,000 |
| ACT OUT THEATRE | |||||||
| 3710 N WESTON PL | LONG BEACH | CA | 90807 | NONE | PC | CAMP SCHOLARSHIPS | $2,500 |
| AQUARIUM OF THE PACIFIC | |||||||
| 321 GOLDEN SHORE 150 | LONG BEACH | CA | 90803 | NONE | PC | GENERAL DONATION | $5,000 |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRINT ST | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 401 E 37TH ST | LONG BEACH | CA | 90807 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| BOYS GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $20,000 |
| CA AQUATIC THERAPY | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | NONE | PC | GENERAL DONATION | $55,000 |
| CA FOR JUSTICE | |||||||
| 548 MARKET ST PMB 41203 | SAN FRANCISCO | CA | 94104 | NONE | PC | GENERAL DONATION | $50,000 |
| CAMP RONALD MCDONALD | |||||||
| 1250 LYMAN PL | LOS ANGELES | CA | 90029 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD ST | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $55,000 |
| COMMUNITY PARTNERS | |||||||
| PO BOX 741265 | LONG ANGELES | CA | 90074 | NONE | PC | GENERAL DONATION | $50,000 |
| CSULB 49ER FOUNDATION | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | NONE | PC | GENERAL DONATION | $10,000 |
| DAYS LONG BEACH | |||||||
| 1230 E WARDLOW RD | LONG BEACH | CA | 90807 | NONE | PC | SUMMER CAMP SUPPORT | $5,000 |
| EDUCATE | |||||||
| 375 REDONDO AVE 133 | LONG BEACH | CA | 90814 | NONE | PC | GENERAL DONATION | $50,000 |
| FOOD FINDERS | |||||||
| 10539 HUMBOLT ST | LOS ALAMITOS | CA | 90720 | NONE | PC | GENERAL DONATION | $60,000 |
| HARBOR INTERFAITH SHELTER | |||||||
| 670 W 9TH ST | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL DONATION | $40,000 |
| INTERNATIONAL CITY THEATRE | |||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| LB BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $25,000 |
| LINC HOUSING | |||||||
| 3590 ELM AVE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $40,000 |
| LONG BEACH COMMUNITY TABLE | |||||||
| 3166 OSTROM AVE | LONG BEACH | CA | 90808 | NONE | PC | GENERAL DONATION | $25,000 |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $40,000 |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | PC | GENERAL DONATION | $5,000 |
| LONG BEACH SYMPHONY ORCHESTRA | |||||||
| 249 E OCEAN BLVD 200 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $5,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 999 TOWN AND COUNTRY RD 100 | ORANGE | CA | 92868 | NONE | PC | GENERAL DONATION | $27,000 |
| MEALS ON WHEELS | |||||||
| PO BOX 15688 | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $65,000 |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $10,000 |
| ONE IN LONG BEACH | |||||||
| 2017 E 4TH ST | LONG BEACH | CA | 90814 | NONE | PC | GENERAL DONATION | $50,000 |
| RISING TIDE | |||||||
| 607 E 3RD ST | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $50,000 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 525 E 7TH ST | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $25,000 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT ST 02 | LONG BEACH | CA | 90808 | NONE | PC | GENERAL DONATION | $100,000 |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $40,000 |
| URBAN COMMUNITY OUTREACH | |||||||
| 241 CEDAR AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $50,000 |
| WOMEN SHELTER | |||||||
| 4201 LONG BEACH BLVD 102 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $40,000 |
| YMCA OF GREATER LONG BEACH | |||||||
| 1900 LONG BEACH BLVD 100 | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $50,000 |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $40,000 |
| AFRICAN AMERICAN CULTURAL CENTER | |||||||
| 4321 ATLANTIC AVE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $25,000 |
| CA CONFERENCE OF EQUALITY JUSTICE | |||||||
| 3605 LONG BEACH BLVD STE 100 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $50,000 |
| CATHOLIC CHARITIES | |||||||
| 123 EAST 14TH STREET | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $50,000 |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 2001 RIVER AVE | LONG BEACH | CA | 90810 | NONE | PC | GENERAL DONATION | $50,000 |
| CHILD LANE | |||||||
| 2501 CHERRY AVE STE 350 | LONG BEACH | CA | 90755 | NONE | PC | GENERAL DONATION | $50,000 |
| CITY HEART | |||||||
| 2291 W WILLIAMS STREET | LONG BEACH | CA | 90810 | NONE | PC | GENERAL DONATION | $25,000 |
| DISABLED RESOURCE CENTER | |||||||
| 2750 E SPRING ST STE 100 | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $50,000 |
| ELITE SKILLS DEVELOPMENT | |||||||
| 3505 LINDEN AVE 56 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $25,000 |
| FILIPINO MIGRANT CENTER | |||||||
| 1631 W BURNETT ST | LONG BEACH | CA | 90810 | NONE | PC | GENERAL DONATION | $50,000 |
| GOODWILL INDUSTRIES OF LONG BEACH | |||||||
| 800 W PACIFIC COAST HWY | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $50,000 |
| JEWISH FAMILY CHILDREN'S SERVICES | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $50,000 |
| KMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $50,000 |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD STE 201 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $50,000 |
| LEGAL AID FOUNDATION | |||||||
| 601 PACIFIC AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $50,000 |
| MENTAL HEALTH AMERICA OF LOS ANGELE | |||||||
| 2025 E 7TH STREET | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $50,000 |
| PLANNED PARENTHOOD | |||||||
| 2690 PACIFIC AVE ST 370 | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $100,000 |
| SHELTER PARTNERSHIP | |||||||
| 520 S GRAND AVE STE 655 | LOS ANGELES | CA | 90071 | NONE | PC | GENERAL DONATION | $50,000 |
| SOCIAL ENVIRONMENTAL ENTERPRENEURS | |||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | NONE | PC | GENERAL DONATION | $32,500 |
| STROKE SUUPORT ASSOC | |||||||
| 3759 ORANGE AVE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $15,000 |
| SU CASA | |||||||
| 3750 E ANAHEIM ST | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $50,000 |
| THE HEART OF IDA | |||||||
| 1150 E 4TH STREET | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $25,000 |
| US VETS - LONG BEACH | |||||||
| 2001 RIVER AVE | LONG BEACH | CA | 90810 | NONE | PC | GENERAL DONATION | $50,000 |
| CASA YOUTH SHELTER | |||||||
| 10911 REAGAN ST | LOS ALAMITOS | CA | 90720 | NONE | PC | GENERAL DONATION | $350,000 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT ST | LONG BEACH | CA | 90808 | NONE | PC | GENERAL DONATION | $350,000 |
| CSULB-ADAPTED PE | |||||||
| 1250 N BELLFLOWER BLVD | LONG BEACH | CA | 90840 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| SUCCESS IN CHALLENGES | |||||||
| 5239 ATLANTIC AVE | LONG BEACH | CA | 90805 | NONE | PC | CAMP SCHOLARSHIPS | $5,000 |
| SHARED SCIENCE | |||||||
| 5318 E 2ND STREET 602 | LONG BEACH | CA | 90803 | NONE | PC | CAMP SCHOLARSHIPS | $2,700 |
| FARM LOT 59 | |||||||
| 2714 CALIFORNIA AVE | SIGNAL HILL | CA | 90755 | NONE | PC | GENERAL DONATION | $10,000 |
| HELP ME HELP YOU | |||||||
| PO BOX 32861 | LONG BEACH | CA | 90832 | NONE | PC | GENERAL DONATION | $15,000 |
| VOLUNTEER CENTER OF LONG BEACH | |||||||
| 1407 E 4TH STREET | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $10,000 |
| A NEW WAY OF LIFE REENTRY PROGRAM | |||||||
| 1133 E RHEA ST | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $50,000 |
| ADVENTURES TO DREAMS | |||||||
| 903 DE FOREST AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $500 |
| CENTROL CHA INC | |||||||
| 200 PINE AVE STE 550 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $50,000 |
| CHILDRENS DENTAL HEALTH FOUNDATION | |||||||
| 455 E COLUMBIA ST STE 32 | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $50,000 |
| FMILIES UNITING FAMILIES | |||||||
| 525 E 7TH ST STE 115 | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $350,000 |
| LATINOS IN ACTION | |||||||
| 1350 PINE AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $500 |
| SOCIAL ENVIRONMENTAL ENTERPRISES-LI | |||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | NONE | PC | GENERAL DONATION | $50,000 |
| LONG BEACH FORWARD | |||||||
| 425 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $350,000 |
| MAYOR'S FUND FOR LONG BEACH | |||||||
| 65 PINE AVE 898 | LONG BEACH | CA | 90802 | NONE | PC | FOOD EQUITY ROUNDTABLE | $20,000 |
| NOEL COMMUNITY ORGANIZATION | |||||||
| 348 ORANGE AVE 10 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $500 |
| PARTNER OF PARKS | |||||||
| 2760 N STUDEBAKER RD | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $2,000 |
| RED CROSS | |||||||
| 3150 E 29TH ST | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $25,000 |
| THE CHILDREN'S CLINIC | |||||||
| 701 E 28TH ST STE 200 | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $2,000 |
| WATCH IT GROW | |||||||
| 13033 JARVIS AVE | LOS ANGELES | CA | 90061 | NONE | PC | GENERAL DONATION | $750 |
| WINTER-WOMEN IN NONTRADTNL EMPLOY R | |||||||
| 2057 S ATLANTIC BLVD | COMMERCE | CA | 90040 | NONE | PC | GENERAL DONATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,950,950 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $311,176 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $7,818 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $318,994 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $318,994 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $4,300 | Amt |
| Net Investment Income | $2,150 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,150 | DisbursementsCharitablePrpsAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt |
|---|---|---|
| Furniture and Fixtures | $3,263 | $3,263 |
| Machinery and Equipment | $2,673 | $2,673 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ASSOCIATIONS, MBRSHIPS, DUES | $2,020 | $2,020 |
| BANK CHARGES | $29 | $29 |
| BOOKS, SUBSCRIPTIONS, POSTAGE | $1,029 | $1,029 |
| EDUCATION, CONFERENCES & TRAVEL | $604 | $604 |
| INSURANCE | $3,911 | $3,911 |
| MEETINGS & CONFERENCES | $3,655 | $3,655 |
| MILEAGE & PARKING FEES | $47 | $47 |
| PAYROLL SERVICES FEES | $1,724 | $1,724 |
| SPONSORSHIP & CONTRIBUTIONS | $19,232 | $19,232 |
| SUPPLIES, EQUIP, MAINT | $5,236 | $5,236 |
| TELEPHONE | $1,173 | $1,173 |
| WEBSITE | $192 | $192 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL MGMT FEE | CategoryTxt |
| Amt | $43,058 | Amt |
| Net Investment Income | $43,058 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYER PAYROLL TAXES | $10,100 | $10,100 |
| FEDERAL EXCISE TAXES | $3,806 | |
| STATE TAX & FEES | $220 |