JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-29
- IRS object ID
- 202501199349101915
- Schema version
- 2024v5.1
- 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
- Depreciation Schedule
- Land Etc Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-04-29T16:03:18-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-04-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| 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 BERRY | PreparerPersonNm |
| PTIN | P01953391 | PTIN |
| Phone | 7143137579 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | 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 | $10,155,445 | 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 | $350,337 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $350,337 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,282,265 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $12,818,006 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,282,265 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $2,632,602 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,632,602 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $129,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $129,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $15,240 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $15,240 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $4,232 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $2,116 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $2,116 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $61,295 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $61,295 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $46,278 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $10,366 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $64 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $43,581 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $43,581 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $311,690 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $63,411 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $212,303 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,028,200 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,028,200 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,339,890 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $63,411 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,240,503 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$707,288 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,569,191 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $54,684 | CashBOYAmt |
| Cash EOY | $112,367 | CashEOYAmt |
| Cash EOYFMV | $112,367 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $54,866 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $316,559 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $316,559 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $1,617 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $20,288 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $20,288 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $2,285,196 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $4,680,789 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $4,727,232 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $2,615,247 | CorporateStockBOYAmt |
| Corporate Bonds BOY | $5,878,644 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,051,162 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,978,999 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $5,936 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,936 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $64 | LandBOYAmt |
| Total Assets BOY | $10,890,318 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,181,165 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $10,155,445 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $1,865 | AccountsPayableBOYAmt |
| Total Liabilities BOY | $1,865 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $10,888,453 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $10,181,165 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,888,453 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,181,165 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,890,318 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,181,165 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,888,453 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$707,288 | ExcessRevenueOverExpensesAmt |
| Subtotal | $10,181,165 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $10,181,165 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (108 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 85 ADOBE INC | P | 2024-01-01 | 2024-01-08 | $49,271 | $45,508 | $3,763 | $3,763 |
| 500 ADVANCED MICRO DEVICE IN | P | 2023-03-22 | 2024-01-08 | $73,119 | $50,220 | $22,899 | $22,899 |
| 50 CHARLES SCHWAB CORP | P | 2023-07-13 | 2024-01-08 | $3,394 | $2,969 | $425 | $425 |
| 50 FERRARI N V | P | 2023-11-10 | 2024-01-08 | $17,161 | $16,971 | $190 | $190 |
| 200 FISERV INC | P | 2023-06-30 | 2024-01-08 | $26,960 | $25,264 | $1,696 | $1,696 |
| 1250 INTEL CORP | P | 2023-05-31 | 2024-01-08 | $60,425 | $39,883 | $20,542 | $20,542 |
| 350 ISHARES CORE S&P | P | 2023-11-16 | 2024-01-08 | $37,026 | $33,282 | $3,744 | $3,744 |
| 200 META PLATFORMS INC CLASS A | P | 2023-05-11 | 2024-01-08 | $71,465 | $47,434 | $24,031 | $24,031 |
| 750 NOVO-NORDISK AS VORMAL FSPONSOD ADR | P | 2024-01-01 | 2024-01-08 | $79,649 | $72,176 | $7,473 | $7,473 |
| 65 ROPER TECHNOLOGIES | P | 2024-01-01 | 2024-01-08 | $34,317 | $30,589 | $3,728 | $3,728 |
| 150 SALESFORCE INC | P | 2023-08-18 | 2024-01-08 | $39,098 | $30,685 | $8,413 | $8,413 |
| 100 SERVICE NOW INC | P | 2023-05-17 | 2024-01-08 | $69,645 | $48,810 | $20,835 | $20,835 |
| 750 UBER TECHNOLOGIES INC | P | 2023-05-03 | 2024-01-08 | $44,268 | $28,264 | $16,004 | $16,004 |
| 500 VANGUARD FTSE ALL WORLD EX US ETF | P | 2024-01-01 | 2024-01-08 | $27,821 | $26,701 | $1,120 | $1,120 |
| 150 VERTEX PHARMACEUTICA | P | 2023-03-29 | 2024-01-08 | $62,577 | $47,224 | $15,353 | $15,353 |
| 250 WASTE MANAGEMENT INC | P | 2023-05-11 | 2024-01-08 | $44,388 | $42,590 | $1,798 | $1,798 |
| 250 ABBOTT LABORATORIES | P | 2020-04-15 | 2024-01-08 | $28,066 | $22,660 | $5,406 | $5,406 |
| 250 ACCENTURE PLC F CLASS | P | 2008-10-10 | 2024-01-08 | $84,899 | $7,449 | $77,450 | $77,450 |
| 100 AIR PROD & CHEMICALS | P | 2021-07-09 | 2024-01-08 | $27,178 | $29,090 | -$1,912 | -$1,912 |
| 600 ALPHABET INC CLASS A | P | 2010-12-01 | 2024-01-08 | $83,226 | $8,548 | $74,678 | $74,678 |
| 700 AMAZON.COM INC | P | 2015-12-22 | 2024-01-08 | $104,474 | $23,155 | $81,319 | $81,319 |
| 200 AMERICAN WATER WORKS | P | 2019-08-28 | 2024-01-08 | $26,455 | $25,156 | $1,299 | $1,299 |
| 100 AMERN TOWER CORP | P | 2019-04-03 | 2024-01-08 | $21,577 | $19,551 | $2,026 | $2,026 |
| 500 ANALOG DEVICES INC | P | 2020-01-01 | 2024-01-08 | $94,464 | $45,614 | $48,850 | $48,850 |
| 500 APPLE INC | P | 2009-01-15 | 2024-01-08 | $92,657 | $1,443 | $91,214 | $91,214 |
| 700 APPLIED MATERIALS | P | 2020-01-01 | 2024-01-08 | $106,518 | $33,533 | $72,985 | $72,985 |
| 175 ASML HOLDING N V | P | 2018-11-28 | 2024-01-08 | $125,677 | $29,791 | $95,886 | $95,886 |
| 275 BERKSHIRE HATHAWAY CLASS B | P | 2020-01-01 | 2024-01-08 | $100,967 | $17,353 | $83,614 | $83,614 |
| 20 BOOKING HOLDINGS INC | P | 2020-01-01 | 2024-01-08 | $69,087 | $53,093 | $15,994 | $15,994 |
| 175 BROADCOM INC | P | 2018-12-12 | 2024-01-08 | $187,794 | $45,028 | $142,766 | $142,766 |
| 700 CHARLES SCHWAB CORP | P | 2022-03-16 | 2024-01-08 | $47,519 | $61,814 | -$14,295 | -$14,295 |
| 1000 CHEVRON CORP | P | 2020-01-01 | 2024-01-08 | $149,059 | $71,652 | $77,407 | $77,407 |
| 150 CINTAS CORP | P | 2020-08-28 | 2024-01-08 | $87,434 | $49,653 | $37,781 | $37,781 |
| 1500 CISCO SYSTEMS INC | P | 2020-01-01 | 2024-01-08 | $75,697 | $28,835 | $46,862 | $46,862 |
| 150 COSTCO WHOLESALE CO | P | 2014-04-01 | 2024-01-08 | $99,070 | $16,843 | $82,227 | $82,227 |
| 200 DEERE & CO | P | 2020-01-01 | 2024-01-08 | $79,496 | $74,485 | $5,011 | $5,011 |
| 200 ECOLAB INC | P | 2015-12-15 | 2024-01-08 | $39,064 | $23,006 | $16,058 | $16,058 |
| 400 EDWARDS LIFESCIENCES | P | 2020-01-01 | 2024-01-08 | $30,162 | $24,962 | $5,200 | $5,200 |
| 200 EOG RESOURCES INC | P | 2022-02-23 | 2024-01-08 | $23,396 | $21,980 | $1,416 | $1,416 |
| 150 HOME DEPOT INC | P | 2013-09-09 | 2024-01-08 | $52,137 | $10,990 | $41,147 | $41,147 |
| 625 IBM CORP | P | 2020-01-01 | 2024-01-08 | $100,518 | $84,336 | $16,182 | $16,182 |
| 100 INTUIT INC | P | 2011-12-13 | 2024-01-08 | $59,829 | $5,390 | $54,439 | $54,439 |
| 150 IQVIA HOLDINGS INC | P | 2021-05-07 | 2024-01-08 | $33,477 | $35,217 | -$1,740 | -$1,740 |
| 750 ISHARES GOLD ETF | P | 2020-08-28 | 2024-01-08 | $28,755 | $28,133 | $622 | $622 |
| 1000 ISHARES RUSSELL MID CAP ETF | P | 2006-04-20 | 2024-01-08 | $76,942 | $24,030 | $52,912 | $52,912 |
| 150 JOHNSON & JOHNSON | P | 2006-04-17 | 2024-01-08 | $24,130 | $8,655 | $15,475 | $15,475 |
| 500 JP MORGAN CHASE & CO | P | 2013-11-25 | 2024-01-08 | $85,594 | $28,832 | $56,762 | $56,762 |
| 225 KLA CORP | P | 2018-11-28 | 2024-01-08 | $126,047 | $21,818 | $104,229 | $104,229 |
| 200 MCKESSON CORP | P | 2020-01-01 | 2024-01-08 | $95,151 | $62,330 | $32,821 | $32,821 |
| 750 MERCK & CO | P | 2011-11-02 | 2024-01-08 | $87,730 | $24,428 | $63,302 | $63,302 |
| 400 MICROSOFT CORP | P | 2006-05-04 | 2024-01-08 | $149,754 | $9,400 | $140,354 | $140,354 |
| 100 MSCI INC | P | 2019-04-10 | 2024-01-08 | $54,097 | $21,514 | $32,583 | $32,583 |
| 500 NEXTERA ENERGY INC | P | 2011-08-16 | 2024-01-08 | $31,462 | $6,837 | $24,625 | $24,625 |
| 450 NIKE INC CLASS B | P | 2008-12-02 | 2024-01-08 | $46,523 | $5,620 | $40,903 | $40,903 |
| 225 NVIDIA CORP | P | 2020-06-30 | 2024-01-08 | $116,713 | $21,239 | $95,474 | $95,474 |
| 500 PALO ALTO NETWORKS | P | 2020-01-01 | 2024-01-08 | $145,274 | $65,276 | $79,998 | $79,998 |
| 300 PEPSICO INC | P | 2006-04-17 | 2024-01-08 | $50,868 | $17,247 | $33,621 | $33,621 |
| 200 PIONEER NATURAL RES | P | 2021-03-29 | 2024-01-08 | $45,033 | $32,334 | $12,699 | $12,699 |
| 500 QUALCOMM INC | P | 2010-03-04 | 2024-01-08 | $69,403 | $18,714 | $50,689 | $50,689 |
| 50 ROPER TECHNOLOGIES | P | 2020-12-14 | 2024-01-08 | $26,398 | $21,560 | $4,838 | $4,838 |
| 450 STARBUCKS CORP | P | 2009-12-24 | 2024-01-08 | $42,513 | $5,322 | $37,191 | $37,191 |
| 300 STRYKER CORP | P | 2014-10-31 | 2024-01-08 | $89,705 | $26,301 | $63,404 | $63,404 |
| 200 T-MOBILE US INC | P | 2022-09-07 | 2024-01-08 | $32,721 | $28,754 | $3,967 | $3,967 |
| 600 TJX COMPANIES INC | P | 2011-12-13 | 2024-01-08 | $55,598 | $9,516 | $46,082 | $46,082 |
| 250 TRACTOR SUPPLY COMP | P | 2020-01-01 | 2024-01-08 | $55,758 | $36,680 | $19,078 | $19,078 |
| 200 UNITED RENTALS INC | P | 2019-09-11 | 2024-01-08 | $110,039 | $25,448 | $84,591 | $84,591 |
| 150 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2024-01-08 | $80,138 | $18,037 | $62,101 | $62,101 |
| 1500 VANGUARD FTSE ALL WORLD EX US ETF | P | 2020-01-01 | 2024-01-08 | $83,463 | $76,293 | $7,170 | $7,170 |
| 350 VERISK ANALYTICS INC CLASS A | P | 2018-11-28 | 2024-01-08 | $81,157 | $42,998 | $38,159 | $38,159 |
| 400 VISA INC CLASS A | P | 2015-08-26 | 2024-01-08 | $104,665 | $28,252 | $76,413 | $76,413 |
| 400 WALMART INC | P | 2019-09-24 | 2024-01-08 | $63,208 | $47,904 | $15,304 | $15,304 |
| 300 WALT DISNEY CO | P | 2020-01-01 | 2024-01-08 | $27,490 | $13,971 | $13,519 | $13,519 |
| 200 ZOETIS INC CLASS A | P | 2017-05-19 | 2024-01-08 | $39,155 | $12,094 | $27,061 | $27,061 |
| 300000 GENERAL MTRS FINL 5.1 | P | 2021-11-29 | 2024-01-17 | $300,000 | $323,714 | -$23,714 | -$23,714 |
| 225000 FEDERAL FARM CR 5.95% | P | 2023-05-24 | 2024-02-05 | $225,000 | $225,000 | ||
| 325000 AMAZON.COM INC | P | 2023-08-15 | 2024-02-22 | $299,966 | $296,486 | $3,480 | $3,480 |
| 300000 FEDERAL FARM CR 5.62% | P | 2024-01-04 | 2024-02-22 | $298,383 | $299,389 | -$1,006 | -$1,006 |
| 325000 FHLB 5.95% | P | 2023-10-05 | 2024-02-22 | $324,747 | $324,258 | $489 | $489 |
| 200000 US TREASUR NT 1.75% | P | 2023-03-15 | 2024-02-22 | $176,984 | $180,719 | -$3,735 | -$3,735 |
| 150000 US TREASU NT 2.125% | P | 2023-05-01 | 2024-02-29 | $150,000 | $146,619 | $3,381 | $3,381 |
| 300000 BANK OF AMERICA C VAR 29 | P | 2021-11-23 | 2024-02-22 | $285,680 | $328,748 | -$43,068 | -$43,068 |
| 300000 CITIGROUP INC VAR 28 | P | 2021-03-03 | 2024-02-22 | $282,398 | $331,466 | -$49,068 | -$49,068 |
| 300000 MORGAN STANLEY VAR 28 | P | 2022-06-13 | 2024-02-22 | $291,179 | $289,235 | $1,944 | $1,944 |
| 300000 ORACLE CORP 2.95% | P | 2020-08-11 | 2024-02-22 | $264,866 | $340,619 | -$75,753 | -$75,753 |
| 300000 STARBUCKS CORP 3.55% | P | 2020-01-01 | 2024-02-22 | $280,925 | $343,682 | -$62,757 | -$62,757 |
| 325000 US TREASU NT 1.375% | P | 2023-02-03 | 2024-02-22 | $261,917 | $273,267 | -$11,350 | -$11,350 |
| 225000 US TREASU NT 2.875% | P | 2020-11-09 | 2024-02-22 | $211,801 | $260,314 | -$48,513 | -$48,513 |
| 300000 US TREASUR NT 2.75% | P | 2022-08-03 | 2024-02-22 | $277,395 | $298,008 | -$20,613 | -$20,613 |
| 300000 WELLS FARGO & CO VAR 28 | P | 2020-01-01 | 2024-02-22 | $274,445 | $314,856 | -$40,411 | -$40,411 |
| 150000 US TREASURY BILL | P | 2020-01-01 | 2024-03-21 | $150,000 | $148,159 | $1,841 | $1,841 |
| 200000 US TRESURY NT 2% | P | 2023-01-11 | 2024-05-31 | $200,000 | $193,195 | $6,805 | $6,805 |
| 30984.45 PIMCO INCOME INSTL | P | 2020-01-01 | 2024-06-04 | $326,561 | $366,513 | -$39,952 | -$39,952 |
| 135000 US TREASURY BILL 24U | P | 2024-02-22 | 2024-08-09 | $134,803 | $131,524 | $3,279 | $3,279 |
| 10000 US TREASURY TILL 24 U | P | 2023-11-10 | 2024-08-30 | $9,913 | $9,502 | $411 | $411 |
| 315000 US TREAUSRY BILL | P | 2020-01-01 | 2024-08-22 | $315,000 | $306,890 | $8,110 | $8,110 |
| 405000 US TREASURY NT 3.875% | P | 2024-01-01 | 2024-09-04 | $403,355 | $401,258 | $2,097 | $2,097 |
| 75000 US TREASURY NT 4.5% | P | 2024-03-18 | 2024-09-04 | $74,915 | $74,617 | $298 | $298 |
| 90000 US TREASURY BILL 24U | P | 2023-11-10 | 2024-09-04 | $89,292 | $85,514 | $3,778 | $3,778 |
| 100000 US TREASURY BILL 24 U | P | 2024-07-23 | 2024-09-04 | $98,964 | $98,322 | $642 | $642 |
| 150000 US TREASURY BILL 24U | P | 2024-03-26 | 2024-09-04 | $148,243 | $144,998 | $3,245 | $3,245 |
| 300000 SIMON PROPERTY GROUP | P | 2021-12-07 | 2024-09-13 | $300,000 | $305,804 | -$5,804 | -$5,804 |
| 50000 US TREASURY BILL 24 U | P | 2024-01-01 | 2024-10-01 | $49,506 | $49,426 | $80 | $80 |
| 275000 US TREASURY BILL 24 U | P | 2024-01-01 | 2024-10-03 | $272,359 | $271,846 | $513 | $513 |
| 125000 US TREASURY BILL | P | 2024-01-01 | 2024-10-03 | $122,987 | $122,245 | $742 | $742 |
| 275000 US TREASURY NT 2% | P | 2024-01-01 | 2024-10-28 | $273,947 | $267,201 | $6,746 | $6,746 |
| 100000 US TREASURY NT 1.75% | P | 2024-01-01 | 2024-10-28 | $99,188 | $96,691 | $2,497 | $2,497 |
| 200000 US TREASURY BILL 25 | P | 2024-01-01 | 2024-10-28 | $197,322 | $195,592 | $1,730 | $1,730 |
| 450000 ABBVIE INC 2.6 | P | 2024-01-01 | 2024-11-21 | $450,000 | $441,330 | $8,670 | $8,670 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,282,265 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $189,351 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $35,712 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $35,712 | SubtotalAmt |
| Tax Based On Investment Income | $35,712 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $56,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $56,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $20,288 | OverpaymentAmt |
| Applied To ES Tax | $9,200 | AppliedToESTaxAmt |
| Refund | $11,088 | RefundAmt |
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 | $1,000 |
| ERIN GUMBINER | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
| 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 | $1,000 |
| 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 | $61,295 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $11,764,399 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $238,665 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $12,003,064 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $12,003,064 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $180,046 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $11,823,018 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $591,151 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $591,151 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $35,712 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $35,712 | TotalTaxAmt |
| Distributable Before Adj | $555,439 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $555,439 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $555,439 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,240,503 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $3,240,503 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $555,439 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $55,206 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $495,393 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $423,932 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $485,472 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $622,286 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,082,289 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,240,503 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $555,439 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,685,064 | RemainingDistriFromCorpusAmt |
| Total Corpus | $4,767,353 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $55,206 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $4,712,147 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $495,393 | ExcessFromYear4Amt |
| Excess From Year3 | $423,932 | ExcessFromYear3Amt |
| Excess From Year2 | $485,472 | ExcessFromYear2Amt |
| Excess From Year1 | $622,286 | ExcessFromYear1Amt |
| Excess From Current Year | $2,685,064 | 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 (65 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 | $50,000 |
| ACT OUT THEATRE | |||||||
| 3710 N WESTON PL | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $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 | $50,000 |
| BOY SCOUTS OF AMERICA | |||||||
| 401 E 37TH ST | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $5,000 |
| BOYS GIRLS CLUBS OF LONG BEACH | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $20,000 |
| CA AQUATIC THERAPY | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90805 | NONE | EOF | YOUTH WELLNESS PROGRAM | $55,000 |
| CA FOR JUSTICE | |||||||
| 548 MARKET ST PMB 41203 | SAN FRANCISCO | CA | 94104 | NONE | EOF | GENERAL DONATION | $50,000 |
| CAMP RONALD MCDONALD | |||||||
| 1250 LYMAN PL | LOS ANGELES | CA | 90029 | NONE | EOF | GENERAL DONATION | $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 | GENERAL DONATION | $50,000 |
| CSULB 49ER FOUNDATION | |||||||
| 1250 BELLFLOWER BLVD | LONG BEACH | CA | 90840 | NONE | EOF | CAMP NUGGET | $5,000 |
| EDUCATE | |||||||
| 375 REDONDO AVE 133 | LONG BEACH | CA | 90814 | NONE | EOF | GENERAL DONATION | $50,000 |
| 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 | GENERAL DONATION | $40,000 |
| INTERNATIONAL CITY THEATRE | |||||||
| 67 LONG BEACH BLVD | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $5,000 |
| LB BAR FOUNDATION | |||||||
| 3515 LINDEN AVE | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $25,000 |
| LINC HOUSING | |||||||
| 3590 ELM AVE | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $40,000 |
| LONG BEACH DAY NURSERY | |||||||
| 1548 CHESTNUT AVE | LONG BEACH | CA | 90813 | NONE | EOF | GENERAL DONATION | $40,000 |
| 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 | GENERAL DONATION | $27,000 |
| MACK CALVIN YOUTH FDN | |||||||
| 1266 S CITRUS AVE 22 | LOS ANGELES | CA | 90019 | NONE | EOF | SPRING CAMP SUPPORT | $1,000 |
| MEALS ON WHEELS | |||||||
| PO BOX 15688 | LONG BEACH | CA | 90815 | NONE | EOF | GENERAL DONATION | $50,000 |
| 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 | $50,000 |
| RISING TIDE | |||||||
| 607 E 3RD ST | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $50,000 |
| SHARED SCIENCE | |||||||
| 5318 E 2ND ST 602 | LONG BEACH | CA | 90803 | NONE | EOF | GENERAL DONATION | $2,700 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 525 E 7TH ST | LONG BEACH | CA | 90813 | NONE | EOF | SHOWER PROGRAM FOR FEMALE CONSUMERS | $15,000 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 E CONANT ST 02 | LONG BEACH | CA | 90808 | NONE | EOF | GENERAL DONATION | $100,000 |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | EOF | GENERAL DONATION | $40,000 |
| 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 PROGRAM SUPPORT | $50,000 |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $40,000 |
| BAKER FOUNDATION | |||||||
| 1230 E WARDLOW RD | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $5,000 |
| SUCCESS IN CHALLENGES | |||||||
| 4508 ATLANTIC AVE 782 | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $5,000 |
| ONE HUNDRED BLACK MEN | |||||||
| 701 PINE AVENUE | LONG BEACH | CA | 90813 | NONE | EOF | GENERAL DONATION | $25,000 |
| A NEW WAY OF LIFE REENTRY PROGRAM | |||||||
| 1133 E RHEA ST | LONG BEACH | CA | 90806 | NONE | EOF | GENERAL DONATION | $50,000 |
| AFRICAN AMERICAN CULTURAL CENTER | |||||||
| 4321 ATLANTIC AVE | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $25,000 |
| CA CONFERENCE OF EQUALITY JUSTICE | |||||||
| 3605 LONG BEACH BLVD STE 100 | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $50,000 |
| CATHOLIC CHARITIES | |||||||
| 123 EAST 14TH STREET | LONG BEACH | CA | 90813 | NONE | EOF | GENERAL DONATION | $50,000 |
| CENTURY VILLAGES AT CABRILLO | |||||||
| 2001 RIVER AVE | LONG BEACH | CA | 90810 | NONE | EOF | GENERAL DONATION | $50,000 |
| CHILD LANE | |||||||
| 2501 CHERRY AVE STE 350 | LONG BEACH | CA | 90755 | NONE | EOF | GENERAL DONATION | $50,000 |
| CITY HEART | |||||||
| 2291 W WILLIAMS STREET | LONG BEACH | CA | 90810 | NONE | EOF | GENERAL DONATION | $25,000 |
| DISABLED RESOURCE CENTER | |||||||
| 2750 E SPRING ST STE 100 | LONG BEACH | CA | 90806 | NONE | EOF | GENERAL DONATION | $50,000 |
| ELITE SKILLS DEVELOPMENT | |||||||
| 3505 LINDEN AVE 56 | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $25,000 |
| FILIPINO MIGRANT CENTER | |||||||
| 1631 W BURNETT ST | LONG BEACH | CA | 90810 | NONE | EOF | GENERAL DONATION | $50,000 |
| FOR THE CHILD | |||||||
| 4565 CALIFORNIA AVE | LONG BEACH | CA | 90807 | NONE | EOF | YOUTH CENTER | $350,000 |
| GOODWILL INDUSTRIES OF LONG BEACH | |||||||
| 800 W PACIFIC COAST HWY | LONG BEACH | CA | 90806 | NONE | EOF | GENERAL DONATION | $50,000 |
| JEWISH FAMILY CHILDREN'S SERVICES | |||||||
| 3801 E WILLOW ST | LONG BEACH | CA | 90815 | NONE | EOF | GENERAL DONATION | $50,000 |
| KMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | NONE | EOF | GENERAL DONATION | $50,000 |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD STE 201 | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $50,000 |
| LEGAL AID FOUNDATION | |||||||
| 601 PACIFIC AVE | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $50,000 |
| MENTAL HEALTH AMERICA OF LOS ANGELE | |||||||
| 2025 E 7TH STREET | LONG BEACH | CA | 90804 | NONE | EOF | GENERAL DONATION | $50,000 |
| OPERATION JUMP START | |||||||
| 3515 LINDEN AVE STE 6 | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $150,000 |
| PLANNED PARENTHOOD | |||||||
| 2690 PACIFIC AVE ST 370 | LONG BEACH | CA | 90806 | NONE | EOF | GENERAL DONATION | $50,000 |
| SHELTER PARTNERSHIP | |||||||
| 520 S GRAND AVE STE 655 | LOS ANGELES | CA | 90071 | NONE | EOF | GENERAL DONATION | $50,000 |
| SOCIAL ENVIRONMENTAL ENTERPRENEURS | |||||||
| 23564 CALABASAS RD STE 201 | CALABASAS | CA | 91302 | NONE | EOF | GENERAL DONATION | $25,000 |
| STROKE SUUPORT ASSOC | |||||||
| 3759 ORANGE AVE | LONG BEACH | CA | 90807 | NONE | EOF | GENERAL DONATION | $15,000 |
| SU CASA | |||||||
| 3750 E ANAHEIM ST | LONG BEACH | CA | 90804 | NONE | EOF | GENERAL DONATION | $50,000 |
| THE GUIDANCE CENTER | |||||||
| 1301 PINE AVE | LONG BEACH | CA | 90813 | NONE | EOF | FAMILY RESOURCE CENTER | $350,000 |
| THE HEART OF IDA | |||||||
| 1150 E 4TH STREET | LONG BEACH | CA | 90802 | NONE | EOF | GENERAL DONATION | $25,000 |
| US VETS - LONG BEACH | |||||||
| 2001 RIVER AVE | LONG BEACH | CA | 90810 | NONE | EOF | GENERAL DONATION | $50,000 |
| UNITED CAMBODIAN COMMUNITY | |||||||
| 2201 E ANAHEIM ST STE 200 | LONG BEACH | CA | 90804 | NONE | EOF | GENERAL DONATION | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,028,200 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $350,337 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,282,265 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $2,632,602 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,632,602 | 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 | $4,232 | Amt |
| Net Investment Income | $2,116 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,116 | 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 | $1,254 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $64 | CurrentYearExpenseAmt |
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 (13 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ASSOCIATIONS, MBRSHIPS, DUES | $2,015 | $2,015 |
| BANK CHARGES | $105 | $105 |
| BOOKS, SUBSCRIPTIONS, POSTAGE | $1,225 | $1,225 |
| EDUCATION & CONFERENCES | $320 | $320 |
| EMPLOYEE BENEFITS | $11,569 | $11,569 |
| INSURANCE | $3,643 | $3,643 |
| MEETINGS & CONFERENCES | $499 | $499 |
| MILEAGE & PARKING FEES | $88 | $88 |
| PAYROLL SERVICES FEES | $1,989 | $1,989 |
| SPONSORSHIP & CONTRIBUTIONS | $16,191 | $16,191 |
| SUPPLIES, EQUIP, MAINT | $4,498 | $4,498 |
| TELEPHONE | $1,247 | $1,247 |
| 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 | $61,295 | Amt |
| Net Investment Income | $61,295 | 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 | $10,366 | $10,366 |
| FEDERAL EXCISE TAXES | $35,712 | |
| STATE TAX & FEES | $200 |