JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-14
- IRS object ID
- 202441359349106019
- Schema version
- 2023v5.0
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-14T17:49:21-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 934058459 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Char-Pen Tax and Accounting Services | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5100 E Anaheim Rd 102 | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 908154200 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | 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 Director | PersonTitleTxt |
| Signature | 2024-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JULIE | PersonFirstNm |
| Person Last | MEENAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Penny L Berry | PreparerPersonNm |
| PTIN | P01953391 | PTIN |
| Phone | 5622316379 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,071,963 | 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 | $324,527 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $324,527 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $711,802 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,610,675 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $711,802 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,036,329 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,036,329 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $129,417 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,417 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $33,844 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $33,844 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,160 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,920 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $9,240 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,913 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $63,913 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $27,269 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $13,673 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $264 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $218 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $39,812 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $39,812 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $318,679 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $66,833 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $238,204 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,010,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,010,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,328,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $66,833 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,248,404 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$292,550 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $969,496 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $47,345 | CashBOYAmt |
| Cash EOY | $54,684 | CashEOYAmt |
| Cash EOYFMV | $54,684 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $38,274 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $54,866 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $54,866 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $15,093 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $1,617 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $1,617 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,722,974 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,285,196 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,228,021 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $3,053,416 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,615,247 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,281,625 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,303,573 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,878,644 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,451,086 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,872 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $328 | LandBOYAmt |
| Land EOY | $64 | LandEOYAmt |
| Land EOYFMV | $64 | LandEOYFMVAmt |
| Total Assets BOY | $11,181,003 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,890,318 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,071,963 | TotalAssetsEOYFMVAmt |
| Accounts Payable EOY | $1,865 | AccountsPayableEOYAmt |
| Total Liabilities EOY | $1,865 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,181,003 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,888,453 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,181,003 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,888,453 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,181,003 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,890,318 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,181,003 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$292,550 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,888,453 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,888,453 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (145 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 100 ZSCALER INC | P | 2022-11-17 | 2023-01-05 | $10,571 | $13,778 | -$3,207 | -$3,207 |
| 300000 US TREASU NT 2.875% | P | 2022-12-01 | 2023-01-11 | $291,129 | $290,777 | $352 | $352 |
| 300000 US TREASU NT .625% | P | 2022-12-23 | 2023-01-18 | $246,633 | $238,441 | $8,192 | $8,192 |
| 275 ZSCALER INC | P | 2020-01-01 | 2023-01-05 | $29,071 | $66,048 | -$36,977 | -$36,977 |
| 300000 US TREASU NOT 1.375% | P | 2023-01-18 | 2023-02-03 | $264,422 | $267,363 | -$2,941 | -$2,941 |
| 150000 US TREASU NT 3.125% | P | 2022-08-29 | 2023-02-10 | $143,484 | $149,168 | -$5,684 | -$5,684 |
| 200000 US TREASU NT .125% | P | 2023-01-01 | 2023-02-21 | $195,000 | $193,566 | $1,434 | $1,434 |
| 175000 US TREASUR NT 2.75% | P | 2023-02-10 | 2023-03-15 | $165,115 | $161,137 | $3,978 | $3,978 |
| 50 AMERN TOWER CORP | P | 2019-04-13 | 2023-03-01 | $9,684 | $9,775 | -$91 | -$91 |
| 100 EDWARDS LIFESCIENCES | P | 2019-04-13 | 2023-03-01 | $7,964 | $6,354 | $1,610 | $1,610 |
| 50 FIRST REPUBLIC BANK | P | 2012-09-25 | 2023-03-01 | $6,105 | $1,736 | $4,369 | $4,369 |
| 25 HOME DEPOT | P | 2013-09-09 | 2023-03-01 | $7,254 | $1,832 | $5,422 | $5,422 |
| 50 JOHNSON & JOHNSON | P | 2006-04-17 | 2023-03-01 | $7,606 | $2,885 | $4,721 | $4,721 |
| 25 MSCI | P | 2019-04-10 | 2023-03-01 | $12,929 | $5,378 | $7,551 | $7,551 |
| 50 QUALCOMM INC | P | 2009-06-04 | 2023-03-01 | $6,194 | $2,169 | $4,025 | $4,025 |
| 25 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2023-03-01 | $11,884 | $3,006 | $8,878 | $8,878 |
| 350 FIRST REPUBLIC BANK | P | 2012-09-25 | 2023-03-10 | $26,056 | $12,153 | $13,903 | $13,903 |
| 2000 INTEL CORP | P | 2020-01-01 | 2023-03-22 | $57,381 | $46,150 | $11,231 | $11,231 |
| 200 ABBOTT LABORATORIES | P | 2020-04-15 | 2023-03-29 | $19,682 | $18,128 | $1,554 | $1,554 |
| 100 JOHNSON & JOHNSON | P | 2006-04-17 | 2023-03-29 | $15,299 | $5,770 | $9,529 | $9,529 |
| 75 S&P GLOBAL INC | P | 2021-11-29 | 2023-04-17 | $26,130 | $34,907 | -$8,777 | -$8,777 |
| 100 EOG RESOURCES INC | P | 2022-11-04 | 2023-05-17 | $11,071 | $14,220 | -$3,149 | -$3,149 |
| 300000 THE BOEING CO | P | 2020-01-01 | 2023-05-01 | $300,000 | $323,235 | -$23,235 | -$23,235 |
| 100 AMERICAN WATER WORKS | P | 2020-09-24 | 2023-05-11 | $14,906 | $13,975 | $931 | $931 |
| 50 CHARLES SCHWAB CORP | P | 2022-03-16 | 2023-05-11 | $2,388 | $4,415 | -$2,027 | -$2,027 |
| 100 CHEVRON CORP | P | 2020-01-01 | 2023-05-11 | $15,566 | $8,331 | $7,235 | $7,235 |
| 100 ECOLAB INC | P | 2015-11-13 | 2023-05-11 | $17,346 | $11,637 | $5,709 | $5,709 |
| 100 EDWARDS LIFESCIENCES | P | 2019-04-13 | 2023-05-11 | $8,874 | $6,354 | $2,520 | $2,520 |
| 100 NEXTERA ENERGY INC | P | 2011-08-16 | 2023-05-11 | $7,604 | $1,367 | $6,237 | $6,237 |
| 25 THERMO FISHER SCNTFC | P | 2018-04-09 | 2023-05-11 | $13,185 | $5,302 | $7,883 | $7,883 |
| 200 UNION PACIFIC CORP | P | 2016-11-30 | 2023-05-11 | $39,602 | $20,271 | $19,331 | $19,331 |
| 50 WALT DISNEY CO | P | 2008-10-29 | 2023-05-11 | $4,620 | $1,197 | $3,423 | $3,423 |
| 50 AMERIAN WATER WOKS | P | 2019-08-28 | 2023-05-17 | $7,219 | $6,289 | $930 | $930 |
| 100 JPMORGAN CHASE & CO | P | 2015-11-13 | 2023-05-17 | $13,837 | $6,596 | $7,241 | $7,241 |
| 50 NEXTERA ENERGY INC | P | 2011-08-16 | 2023-05-17 | $3,793 | $683 | $3,110 | $3,110 |
| 100 STARBUCKS CORP | P | 2009-12-24 | 2023-05-17 | $10,618 | $1,183 | $9,435 | $9,435 |
| 100 THE COCA-COLA CO | P | 2006-04-17 | 2023-05-17 | $6,304 | $2,058 | $4,246 | $4,246 |
| 50 UNION PACIFIC CORP | P | 2016-11-30 | 2023-05-17 | $9,989 | $5,068 | $4,921 | $4,921 |
| 150 UNION PACIFIC CORP | P | 2016-11-30 | 2023-05-24 | $28,956 | $15,203 | $13,753 | $13,753 |
| 50000 US TREASU NT 2.125% | P | 2023-05-01 | 2023-06-20 | $48,931 | $48,873 | $58 | $58 |
| 50 AMERICAN WATER WORKS | P | 2019-08-28 | 2023-05-31 | $7,205 | $6,289 | $916 | $916 |
| 50 ECOLAB INC | P | 2015-11-13 | 2023-05-31 | $8,283 | $5,818 | $2,465 | $2,465 |
| 50 NEXTERA ENERGY INC | P | 2011-08-16 | 2023-05-31 | $3,676 | $684 | $2,992 | $2,992 |
| 50 AMERICAN WATER WORKS | P | 2019-08-28 | 2023-06-08 | $7,333 | $6,289 | $1,044 | $1,044 |
| 25 AMERN TOWER CORP | P | 2019-04-03 | 2023-06-08 | $4,765 | $4,888 | -$123 | -$123 |
| 50 ZOETIS INC | P | 2017-05-19 | 2023-06-08 | $8,169 | $3,023 | $5,146 | $5,146 |
| 50 ABBOTT LABORATORIES | P | 2020-04-15 | 2023-06-20 | $5,281 | $4,532 | $749 | $749 |
| 500 BANK OF AMERICA CORP | P | 2020-01-01 | 2023-06-20 | $14,371 | $22,098 | -$7,727 | -$7,727 |
| 25 BERKSHIRE HATHAWAY CLASS B | P | 2009-11-12 | 2023-06-20 | $8,446 | $1,699 | $6,747 | $6,747 |
| 20 COSTCO WHOLESALE CO | P | 2014-04-01 | 2023-06-20 | $10,392 | $2,246 | $8,146 | $8,146 |
| 25 HOME DEPOT INC | P | 2013-09-09 | 2023-06-20 | $7,514 | $1,832 | $5,682 | $5,682 |
| 50 NIKE INC | P | 2008-12-02 | 2023-06-20 | $5,511 | $624 | $4,887 | $4,887 |
| 50 NVDIA CORP | P | 2020-06-30 | 2023-06-20 | $21,567 | $4,719 | $16,848 | $16,848 |
| 25 THERMO FISHER SCNTFC | P | 2018-04-19 | 2023-06-20 | $13,011 | $5,302 | $7,709 | $7,709 |
| 25 TRACTOR SUPPLY COMP | P | 2020-08-04 | 2023-06-20 | $5,422 | $3,702 | $1,720 | $1,720 |
| 25 UNITED RENTALS INC | P | 2019-09-11 | 2023-06-20 | $10,025 | $3,181 | $6,844 | $6,844 |
| 25 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2023-06-20 | $11,599 | $3,006 | $8,593 | $8,593 |
| 250 ACTIVISION BLIZZARD | P | 2023-06-30 | 2023-07-13 | $22,518 | $21,066 | $1,452 | $1,452 |
| 50 ABBOTT LABORATORIES | P | 2020-04-15 | 2023-06-30 | $5,460 | $4,532 | $928 | $928 |
| 25 JOHNSON & JOHNSON | P | 2006-04-17 | 2023-06-30 | $4,145 | $1,443 | $2,702 | $2,702 |
| 100 ZOETIS INC | P | 2017-05-19 | 2023-06-30 | $17,262 | $6,047 | $11,215 | $11,215 |
| 100 ABBOTT LABORATORIES | P | 2020-04-15 | 2023-07-13 | $10,664 | $9,064 | $1,600 | $1,600 |
| 25 JOHNSON & JOHNSON | P | 2006-04-17 | 2023-07-13 | $3,949 | $1,442 | $2,507 | $2,507 |
| 50 NVIDIA CORP | P | 2020-06-30 | 2023-07-13 | $22,396 | $4,720 | $17,676 | $17,676 |
| 100000 US TREASUR NT 2% | P | 2023-01-11 | 2023-08-07 | $97,332 | $96,598 | $734 | $734 |
| 100 T-MOBILE US INC | P | 2023-01-01 | 2023-08-21 | $13,564 | $14,601 | -$1,037 | -$1,037 |
| 100 T-MOBILE US INC | P | 2022-09-07 | 2023-08-28 | $13,481 | $14,377 | -$896 | -$896 |
| 50 ABBOTT LABORATORIES | P | 2020-04-15 | 2023-08-08 | $5,218 | $4,532 | $686 | $686 |
| 25 ACCENTURE PLC | P | 2008-10-10 | 2023-08-08 | $7,772 | $745 | $7,027 | $7,027 |
| 50 ALPHABET INC | P | 2010-12-01 | 2023-08-08 | $6,511 | $712 | $5,799 | $5,799 |
| 25 AMERN TOWER CORP | P | 2019-04-03 | 2023-08-08 | $4,513 | $4,888 | -$375 | -$375 |
| 50 APPLE INC | P | 2009-01-15 | 2023-08-08 | $8,941 | $144 | $8,797 | $8,797 |
| 50 APPLIED MATERIALS | P | 2017-09-18 | 2023-08-08 | $7,338 | $2,415 | $4,923 | $4,923 |
| 25 BERKSHIRE HATHAWAY CLASS B | P | 2009-11-12 | 2023-08-08 | $9,052 | $1,699 | $7,353 | $7,353 |
| 50 BROADCOM INC | P | 2018-12-12 | 2023-08-08 | $43,858 | $12,865 | $30,993 | $30,993 |
| 150 CHEVRON CORP | P | 2015-08-28 | 2023-08-08 | $23,616 | $12,023 | $11,593 | $11,593 |
| 30 COSTCO WHOLESALE CO | P | 2014-04-01 | 2023-08-08 | $16,600 | $3,369 | $13,231 | $13,231 |
| 50 ECOLAB INC | P | 2015-12-15 | 2023-08-08 | $9,144 | $5,752 | $3,392 | $3,392 |
| 200 EDWARDS LIFESCIENCES | P | 2019-04-03 | 2023-08-08 | $15,574 | $12,708 | $2,866 | $2,866 |
| 25 HOME DEPOT INC | P | 2013-09-09 | 2023-08-08 | $8,104 | $1,832 | $6,272 | $6,272 |
| 25 IDEXX LABS INC | P | 2021-01-11 | 2023-08-08 | $12,588 | $12,773 | -$185 | -$185 |
| 25 INTUIT INC | P | 2011-12-13 | 2023-08-08 | $12,324 | $1,348 | $10,976 | $10,976 |
| 50 IQVIA HOLDINGS INC | P | 2021-05-07 | 2023-08-08 | $10,743 | $11,739 | -$996 | -$996 |
| 50 JOHNSON & JOHNSON | P | 2006-04-17 | 2023-08-08 | $8,590 | $2,885 | $5,705 | $5,705 |
| 25 kla corp | P | 2018-11-28 | 2023-08-08 | $12,337 | $2,424 | $9,913 | $9,913 |
| 25 MCKESSON CORP | P | 2022-03-29 | 2023-08-08 | $10,673 | $7,636 | $3,037 | $3,037 |
| 50 MICROSOFT CORP | P | 2006-05-04 | 2023-08-08 | $16,190 | $1,175 | $15,015 | $15,015 |
| 100 NEXTERA ENERGY INC | P | 2011-08-16 | 2023-08-08 | $6,880 | $1,367 | $5,513 | $5,513 |
| 50 NVIDIA CORP | P | 2020-06-30 | 2023-08-08 | $22,315 | $4,720 | $17,595 | $17,595 |
| 25 PALO ALTO NETWORKS | P | 2022-03-24 | 2023-08-08 | $5,241 | $5,173 | $68 | $68 |
| 50 QUALCOMM INC | P | 2009-06-04 | 2023-08-08 | $5,829 | $2,169 | $3,660 | $3,660 |
| 50 STRYKER CORP | P | 2014-10-31 | 2023-08-08 | $14,023 | $4,384 | $9,639 | $9,639 |
| 150 TJX COMPANIES INC | P | 2011-12-13 | 2023-08-08 | $12,838 | $2,379 | $10,459 | $10,459 |
| 25 TRACTOR SUPPLY COMP | P | 2020-08-04 | 2023-08-08 | $5,512 | $3,702 | $1,810 | $1,810 |
| 25 UNITED RENTALS INC | P | 2019-09-11 | 2023-08-08 | $11,790 | $3,181 | $8,609 | $8,609 |
| 25 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2023-08-08 | $12,521 | $3,006 | $9,515 | $9,515 |
| 50 VERISK ANALYTICS INC CLASS A | P | 2019-04-03 | 2023-08-08 | $11,668 | $6,828 | $4,840 | $4,840 |
| 25 VISA INC CLASS A | P | 2015-08-26 | 2023-08-08 | $5,953 | $1,766 | $4,187 | $4,187 |
| 100 WALMART INC | P | 2019-09-24 | 2023-08-08 | $15,993 | $11,976 | $4,017 | $4,017 |
| 325,000 TRUIST FINL COR 1.125% | P | 2021-09-28 | 2023-08-15 | $272,417 | $317,852 | -$45,435 | -$45,435 |
| 50 ALBEMARLE CORP | P | 2020-01-01 | 2023-08-18 | $9,128 | $13,884 | -$4,756 | -$4,756 |
| 50 AMERICAN WATER WORKS | P | 2019-08-28 | 2023-08-18 | $6,941 | $6,289 | $652 | $652 |
| 100 APPLE INC | P | 2009-01-15 | 2023-08-18 | $17,421 | $289 | $17,132 | $17,132 |
| 1794.18 ARIEL INTERNATIONAL INSTITUTIONAL | P | 2020-12-22 | 2023-08-18 | $23,821 | $25,000 | -$1,179 | -$1,179 |
| 25 ASML HOLDING N V | P | 2018-11-28 | 2023-08-18 | $16,296 | $4,256 | $12,040 | $12,040 |
| 75 BERKSHIRE HATHAWAY CLASS B | P | 2009-11-12 | 2023-08-18 | $26,463 | $5,096 | $21,367 | $21,367 |
| 50 CHEVRON CORP | P | 2015-08-28 | 2023-08-18 | $8,054 | $4,007 | $4,047 | $4,047 |
| 250 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2023-08-18 | $17,867 | $6,007 | $11,860 | $11,860 |
| 50 KLA CORP | P | 2018-11-28 | 2023-08-18 | $23,831 | $4,848 | $18,983 | $18,983 |
| 100 NEXTERA ENERGY INC | P | 2011-08-16 | 2023-08-18 | $6,767 | $1,367 | $5,400 | $5,400 |
| 50 NVDIA CORP | P | 2020-06-30 | 2023-08-18 | $21,569 | $4,720 | $16,849 | $16,849 |
| 25 ALBEMARLE CORP | P | 2021-11-29 | 2023-08-21 | $4,652 | $6,874 | -$2,222 | -$2,222 |
| 25 BERKSHIRE HATHAWAY CLASS B | P | 2009-11-12 | 2023-08-21 | $8,757 | $1,699 | $7,058 | $7,058 |
| 100 EDWARDS LIFESCIENCES | P | 2019-04-03 | 2023-08-21 | $7,584 | $6,354 | $1,230 | $1,230 |
| 100 QUALCOMM INC | P | 2009-06-04 | 2023-08-21 | $10,965 | $4,338 | $6,627 | $6,627 |
| 50 STARBUCKS CORP | P | 2009-12-24 | 2023-08-21 | $4,825 | $591 | $4,234 | $4,234 |
| 50 NVIDIA CORP | P | 2020-06-30 | 2023-09-07 | $22,869 | $4,720 | $18,149 | $18,149 |
| 300,000 ALLY FINL INC 1.45% | P | 2020-01-01 | 2023-10-03 | $300,000 | $300,000 | ||
| 200 ALBEMARLE CORP | P | 2020-01-01 | 2023-10-25 | $27,426 | $44,623 | -$17,197 | -$17,197 |
| 175 THERMO FISHER SCNTFC | P | 2020-01-01 | 2023-10-27 | $74,530 | $37,116 | $37,414 | $37,414 |
| 100 TESLA INC | P | 2023-06-08 | 2023-11-06 | $21,566 | $23,152 | -$1,586 | -$1,586 |
| 100,000 US TREASUR NT 2.125% | P | 2023-05-01 | 2023-11-06 | $98,973 | $97,746 | $1,227 | $1,227 |
| 250 CHARLES SCHWAB CORP | P | 2023-07-13 | 2023-11-08 | $13,729 | $14,845 | -$1,116 | -$1,116 |
| 50 ALPHABET INC | P | 2010-12-01 | 2023-11-06 | $6,481 | $712 | $5,769 | $5,769 |
| 25 BERKSHIRE HATHAWAY CLASS B | P | 2009-11-12 | 2023-11-06 | $8,624 | $1,699 | $6,925 | $6,925 |
| 200 CHEVRON CORP | P | 2015-08-28 | 2023-11-06 | $29,356 | $16,030 | $13,326 | $13,326 |
| 75 IDEXX LABS INC | P | 2021-01-11 | 2023-11-06 | $31,520 | $38,320 | -$6,800 | -$6,800 |
| 25 NVDIA CORP | P | 2020-06-30 | 2023-11-06 | $11,312 | $2,360 | $8,952 | $8,952 |
| 25 UNITED RENTALS INC | P | 2019-09-11 | 2023-11-06 | $10,903 | $3,181 | $7,722 | $7,722 |
| 50 VERISK ANALYTICS INC CLASS A | P | 2018-11-28 | 2023-11-06 | $11,510 | $6,143 | $5,367 | $5,367 |
| 200 ISHARES RUSSELL 2000 | P | 2020-12-23 | 2023-11-16 | $35,150 | $39,660 | -$4,510 | -$4,510 |
| 25 ACCENTURE PLC | P | 2008-10-10 | 2023-12-19 | $8,543 | $745 | $7,798 | $7,798 |
| 25 BROADCOM INC | P | 2018-12-12 | 2023-12-19 | $28,531 | $6,433 | $22,098 | $22,098 |
| 25 KLA CORP | P | 2018-11-28 | 2023-12-19 | $14,533 | $2,424 | $12,109 | $12,109 |
| 100 QUALCOMM INC | P | 2009-06-04 | 2023-12-19 | $14,249 | $4,338 | $9,911 | $9,911 |
| 50 UNITED RENTALS INC | P | 2019-09-11 | 2023-12-19 | $29,079 | $6,362 | $22,717 | $22,717 |
| 25 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2023-12-19 | $13,122 | $3,006 | $10,116 | $10,116 |
| 50 ACCENTURE PLC | P | 2008-10-10 | 2023-12-26 | $17,617 | $1,490 | $16,127 | $16,127 |
| 200 EOG RESOURCES INC | P | 2020-01-01 | 2023-12-26 | $24,850 | $26,892 | -$2,042 | -$2,042 |
| 25 MSCI INC | P | 2019-04-10 | 2023-12-26 | $14,004 | $5,378 | $8,626 | $8,626 |
| 100 PIONEER NATURAL RES | P | 2020-01-01 | 2023-12-26 | $23,065 | $17,369 | $5,696 | $5,696 |
| 400 THE COCA-COLA CO | P | 2006-04-17 | 2023-12-26 | $23,334 | $8,234 | $15,100 | $15,100 |
| 25 UNITED RENTALS INC | P | 2019-09-11 | 2023-12-26 | $14,488 | $3,181 | $11,307 | $11,307 |
| 50 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2023-12-26 | $25,961 | $6,012 | $19,949 | $19,949 |
| 300,000 CAPITAL ONE FINL | P | 2020-01-01 | 2023-12-29 | $300,000 | $328,316 | -$28,316 | -$28,316 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $711,802 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$2,189 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,476 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $13,476 | SubtotalAmt |
| Tax Based On Investment Income | $13,476 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $15,093 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $15,093 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $1,617 | OverpaymentAmt |
| Applied To ES Tax | $1,617 | 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 | $1,917 |
| ERIN GUMBINER | ||||||
| 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 | $1,000 |
| BURKE GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | CFO | 1.00 | $1,000 |
| LEE GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Vice President | 1.00 | $750 |
| 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 | $1,000 |
| 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 | $63,913 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $12,876,609 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $110,064 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,986,673 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,986,673 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $194,800 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $12,791,873 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $639,594 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $639,594 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,476 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,476 | TotalTaxAmt |
| Distributable Before Adj | $626,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $626,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $626,118 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,248,404 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,248,404 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $626,118 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $54,303 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $55,206 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $495,393 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $423,932 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $485,472 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,514,306 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,248,404 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $626,118 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $622,286 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,136,592 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $54,303 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,082,289 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $55,206 | ExcessFromYear4Amt |
| Excess From Year3 | $495,393 | ExcessFromYear3Amt |
| Excess From Year2 | $423,932 | ExcessFromYear2Amt |
| Excess From Year1 | $485,472 | ExcessFromYear1Amt |
| Excess From Current Year | $622,286 | 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 (54 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ABILITY FIRST | |||||||
| 789 NORTH FAIR OAKS AVE | PASADENA | CA | 91103 | NONE | EOF | AFTERSCHOOL PROGRAM | $5,000 |
| ABODE COMMUNITIES | |||||||
| 1149 S HILL STREET 700 | LOS ANGELES | CA | 90015 | NONE | EOF | LB RESIDENT SERVICES | $15,000 |
| ACT OUT THEATRE | |||||||
| 3710 N WESTON PL | LONG BEACH | CA | 90807 | NONE | EOF | SUMMER PRODUCATION & ARTS WORSHOP | $2,500 |
| AQUARIUM OF THE PACIFIC | |||||||
| 321 GOLDEN SHORE 150 | LONG BEACH | CA | 90803 | NONE | EOF | GENERAL DONATION | $5,000 |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRINT ST | LONG BEACH | CA | 90815 | NONE | EOF | GENERAL DONATION | $20,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 401 E 37TH ST | LONG BEACH | CA | 90807 | NONE | EOF | SCOUTREACH | $10,000 |
| BOYS GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $20,000 |
| BRAVE GLOBAL | |||||||
| 668 OBISPO AVE | LONG BEACH | CA | 90814 | NONE | EOF | GENERAL DONATION | $20,000 |
| CA AQUATIC THERAPY | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | NONE | EOF | SUMMER WELLNESS CAMP | $5,000 |
| CA FOR JUSTICE | |||||||
| 548 MARKET ST PMB 41203 | SAN FRANCISCO | CA | 94104 | NONE | EOF | LB YOUTH LEADERSHIP & CIVIC ENGAGEMENT | $20,000 |
| CAMP RONALD MCDONALD | |||||||
| 1250 LYMAN PL | LOS ANGELES | CA | 90029 | NONE | EOF | SUMMER CAMP SUPPORT | $5,000 |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD ST | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $40,000 |
| COMMUNITY PARTNERS | |||||||
| PO BOX 741265 | LONG ANGELES | CA | 90074 | NONE | EOF | IMMIGRANT RIGHTS COALITION | $20,000 |
| CSULB ADAPTED PE | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | NONE | EOF | CAMP NUGGET | $5,000 |
| DAYS LONG BEACH | |||||||
| 1230 E WARDLOW RD | LONG BEACH | CA | 90807 | NONE | EOF | SUMMER CAMP SUPPORT | $5,000 |
| EDUCATE | |||||||
| 375 REDONDO AVE 133 | LONG BEACH | CA | 90814 | NONE | EOF | UN MUNDO PRESCHOOL | $25,000 |
| EXTRAORDINARY FAMILIES | |||||||
| 221 N ARDMORE AVE | LOS ANGELES | CA | 90004 | NONE | EOF | SUPPORTFOR LB FOSTER FAMILIES & YOUTH | $15,000 |
| FAMILY PROMISE | |||||||
| 2930 EL DORADO ST | TORRANCE | CA | 90503 | NONE | EOF | LB BRIDGE HOUSING | $20,000 |
| FOOD BANK OF SO CA | |||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | NONE | EOF | GENERAL DONATION | $40,000 |
| FOOD FINDERS | |||||||
| 10539 HUMBOLT ST | LOS ALAMITOS | CA | 90720 | NONE | EOF | GENERAL DONATION | $40,000 |
| HARBOR INTERFAITH SHELTER | |||||||
| 670 W 9TH ST | SAN PEDRO | CA | 90731 | NONE | EOF | LB PROG. SUPPORT | $40,000 |
| INTERNATIONAL CITY THEATRE | |||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | NONE | EOF | SUMMER YOUTH CONSERVATORY | $5,000 |
| LB BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | NONE | EOF | SHORTSTOP | $25,000 |
| LINC HOUSING | |||||||
| 3590 ELM AVE | LONG BEACH | CA | 90807 | NONE | EOF | LONG BEACH FAMILY SUPPORT | $40,000 |
| LONG BEACH AREA COUNCIL OF BOY SCOUTS | |||||||
| 401 E 37TH ST | LONG BEACH | CA | 90807 | NONE | EOF | CAMP TAHQUITZ | $5,000 |
| LONG BEACH COMMUNITY TABLE | |||||||
| 3166 OSTROM AVE | LONG BEACH | CA | 90808 | NONE | EOF | GENERAL DONATION | $20,000 |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | NONE | EOF | GENERAL DONATION | $40,000 |
| LONG BEACH GIVES | |||||||
| 4900 E CONANT ST 02 | LONG BEACH | CA | 90808 | NONE | EOF | THE NONPROFIT PARTNERSHIP | $75,000 |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | EOF | GENERAL DONATION | $5,000 |
| LONG BEACH SYMPHONY ORCHESTRA | |||||||
| 249 E OCEAN BLVD 200 | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $5,000 |
| LUTHERAN SOCIAL SERVICES | |||||||
| 999 TOWN AND COUNTRY RD 100 | ORANGE | CA | 92868 | NONE | EOF | LONG BEACH PROGRAM | $27,000 |
| MACK CALVIN YOUTH FDN | |||||||
| 1266 S CITRUS AVE 22 | LOS ANGELES | CA | 90019 | NONE | EOF | SUMMER CAMP SUPPORT | $1,000 |
| MEALS ON WHEELS | |||||||
| PO BOX 15688 | LONG BEACH | CA | 90815 | NONE | EOF | GENERAL DONATION | $20,000 |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVE | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $10,000 |
| NEW HOPE GRIEF SUPPORT | |||||||
| 3505 LONG BEACH BLVD STE 2C | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $40,000 |
| ONE IN LONG BEACH | |||||||
| 2017 E 4TH ST | LONG BEACH | CA | 90814 | NONE | EOF | GENERAL DONATION | $15,000 |
| RANCHO LOS CERRITOS | |||||||
| 4600 N VIRGINIA RD | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $1,000 |
| RISING TIDE | |||||||
| 607 E 3RD ST | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $20,000 |
| RONALD MCDONALD HOUSE-LONG BEACH | |||||||
| 1250 LYMAN PL | LOS ANGELES | CA | 90029 | NONE | EOF | CAMP SCHOLARSHIPS | $5,000 |
| SHARED SCIENCE | |||||||
| 5318 E 2ND ST 602 | LONG BEACH | CA | 90803 | NONE | EOF | LB SUMMER STEM ED | $2,700 |
| SHETECH INTERNATIONAL DBA DEMOCHICKS | |||||||
| 711 E WARDLOW RD 203 | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $7,500 |
| ST MARY MED CENTER FDN | |||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | NONE | EOF | VISION SCREENING PROGRAM | $10,000 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 525 E 7TH ST | LONG BEACH | CA | 90813 | NONE | EOF | FEMALE CLIENT SUPPORT | $15,000 |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVE 782 | LONG BEACH | CA | 90807 | NONE | EOF | FREEDOME SCHOOL | $5,000 |
| THE BOOK TRUCK | |||||||
| 733 WALNUT AVE | LONG BEACH | CA | 90813 | NONE | EOF | LB TEEN LITERACY PROGRAM | $20,000 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT ST 02 | LONG BEACH | CA | 90808 | NONE | EOF | GENERAL DONATION | $11,000 |
| THE SALVATION ARMY | |||||||
| 16941 KEEGAN AVE | CARSON | CA | 90746 | NONE | EOF | LB RED SHIELD YOUTH CLUB | $12,500 |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | EOF | GENERAL DONATION | $40,000 |
| TRANSFORMATIONAL LIVING HOMES | |||||||
| PO BOX 40045 | LONG BEACH | CA | 90804 | NONE | EOF | FAIMILY REUNIFICATION PROJECT | $20,000 |
| URBAN COMMUNITY OUTREACH | |||||||
| 241 CEDAR AVE | LONG BEACH | CA | 90802 | NONE | EOF | SUPPORT FOR WOMEN & CHILDREN | $15,000 |
| WINTER | |||||||
| 3655 S GRAND AVE 210 | LOS ANGELES | CA | 90007 | NONE | EOF | GENERAL DONATION | $5,000 |
| WOMEN SHELTER | |||||||
| 4201 LONG BEACH BLVD 102 | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $40,000 |
| YMCA OF GREATER LONG BEACH | |||||||
| 1900 LONG BEACH BLVD 100 | LONG BEACH | CA | 90806 | NONE | EOF | YOUTH INSTITUTE OF LONG BEACH | $25,000 |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $45,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,010,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $324,527 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $711,802 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,036,329 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,036,329 | 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 | $12,160 | Amt |
| Net Investment Income | $2,920 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,240 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAPTOP | PropertyDesc |
| Acquired | 2019-03-31 | AcquiredDt |
| Cost Or Other Basis | $1,318 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $990 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $264 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|---|
| Furniture and Fixtures | $3,263 | $3,263 | ||
| Machinery and Equipment | $2,673 | $2,609 | $64 | $64 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ASSOCIATIONS, MBRSHIPS, DUES | $5,145 | $5,145 |
| BANK CHARGES | $183 | $183 |
| BOOKS, SUBSCRIPTIONS, POSTAGE | $749 | $749 |
| EDUCATION & CONFERENCES | $249 | $249 |
| EMPLOYEE BENEFITS | $14,728 | $14,728 |
| INSURANCE | $3,345 | $3,345 |
| MEETINGS & CONFERENCES | $989 | $989 |
| MILEAGE & PARKING FEES | $218 | $218 |
| PAYROLL SERVICES FEES | $1,839 | $1,839 |
| SPONSORSHIP & CONTRIBUTIONS | $6,621 | $6,621 |
| SUPPLIES, EQUIP, MAINT | $4,095 | $4,095 |
| TELEPHONE | $1,651 | $1,651 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL MGMT FEE | CategoryTxt |
| Amt | $63,913 | Amt |
| Net Investment Income | $63,913 | 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 | $13,673 | $13,673 |
| FEDERAL EXCISE TAXES | $13,476 | |
| STATE TAX & FEES | $120 |