JOSEPHINE GUMBINER FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- JOSEPHINE GUMBINER FOUNDATION (EIN 33-0345249)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-16
- IRS object ID
- 202221369349104402
- Schema version
- 2021v4.0
- 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 | 2022-05-16T11:47:47-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 330302407 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Guzman & Gray Certified Public Accountants | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4510 E Pacific Coast Highway Suite | AddressLine1Txt |
| City | Long Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90804 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | 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 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 | 2022-05-09 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARK GRAY CPA | PreparerPersonNm |
| PTIN | P00048565 | PTIN |
| Phone | 5624980997 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $16,038,894 | 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 | $331,057 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $331,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,333,181 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $7,650,881 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,333,181 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,664,238 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,664,238 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $106,262 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $106,262 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $87,401 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $87,401 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $7,698 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,849 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,698 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $78,354 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $78,354 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $37,410 | TaxesRevAndExpnssAmt |
| Taxes Dsbrs Chrtbl | $15,187 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $264 | DeprecAndDpltnRevAndExpnssAmt |
| Occupancy Rev And Expnss | $12,000 | OccupancyRevAndExpnssAmt |
| Occupancy Dsbrs Chrtbl | $12,000 | OccupancyDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $36,711 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Dsbrs Chrtbl | $36,711 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $366,100 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $82,203 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $265,259 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $924,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $924,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,290,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $82,203 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,189,759 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $373,638 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,582,035 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $60,653 | CashBOYAmt |
| Cash EOY | $45,805 | CashEOYAmt |
| Cash EOYFMV | $45,805 | CashEOYFMVAmt |
| Prepaid Expenses EOY | $810 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $810 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,603,079 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $1,354,186 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $1,393,302 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $4,230,025 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,998,586 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,277,589 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $5,587,959 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,443,113 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,320,796 | CorporateBondsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $2,673 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,081 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $856 | LandBOYAmt |
| Land EOY | $592 | LandEOYAmt |
| Land EOYFMV | $592 | LandEOYFMVAmt |
| Other Assets BOY | $476 | OtherAssetsBOYAmt |
| Total Assets BOY | $11,483,048 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,843,092 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,038,894 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $13,594 | OtherLiabilitiesBOYAmt |
| Total Liabilities BOY | $13,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,469,454 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,843,092 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,469,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,843,092 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,483,048 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,843,092 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,469,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $373,638 | ExcessRevenueOverExpensesAmt |
| Subtotal | $11,843,092 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $11,843,092 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (161 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | DepreciationDepreciationAmt |
|---|---|---|---|---|---|---|---|---|
| 75 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2021-01-06 | $25,969 | $8,378 | $17,591 | $17,591 | |
| 100 ALIBABA GROUP HOLDING | P | 2019-12-11 | 2021-01-04 | $22,520 | $20,287 | $2,233 | $2,233 | |
| 250 APPLE INC | P | 2009-01-15 | 2021-01-04 | $32,479 | $722 | $31,757 | $31,757 | |
| 75 EDWARDS LIFESCIENCES | P | 2019-04-03 | 2021-01-04 | $6,671 | $4,766 | $1,905 | $1,905 | |
| 50 MICROSOFT CORP | P | 2006-05-04 | 2021-01-04 | $10,891 | $1,175 | $9,716 | $9,716 | |
| 100 STRYKER CORP | P | 2014-10-31 | 2021-01-04 | $23,941 | $8,767 | $15,174 | $15,174 | |
| 275000 US TREASURY NOTE 2.5% | P | 2019-11-20 | 2021-01-07 | $303,284 | $288,836 | $14,448 | $14,448 | |
| 200 ALIBABA GROUP HOLDING | P | 2019-09-25 | 2021-01-11 | $45,961 | $35,273 | $10,688 | $10,688 | |
| 200000 THE WALT DISNEY CORP | P | 2020-03-25 | 2021-02-12 | $200,000 | $200,195 | -$195 | -$195 | |
| 275000 THE GOLDMAN SAC 2.625 | P | 2001-01-01 | 2021-02-08 | $275,000 | $275,360 | -$360 | -$360 | |
| 250 BOEING CO | P | 2020-12-02 | 2021-03-02 | $56,115 | $55,957 | $158 | $158 | |
| 100 GENERAC HOLDINGS INC | P | 2020-09-09 | 2021-03-02 | $34,747 | $18,298 | $16,449 | $16,449 | |
| 50 GENERAC HOLDINGS INC | P | 2020-09-09 | 2021-03-15 | $16,413 | $9,149 | $7,264 | $7,264 | |
| 25 GENERAC HOLDINGS INC | P | 2020-09-09 | 2021-03-29 | $7,567 | $4,575 | $2,992 | $2,992 | |
| 150 ACCENTURE PLC CL A | P | 2008-10-10 | 2021-03-02 | $38,836 | $4,469 | $34,367 | $34,367 | |
| 25 ALPHABET INC | P | 2013-06-26 | 2021-03-02 | $51,832 | $10,964 | $40,868 | $40,868 | |
| 10 AMAZON COM INC | P | 2015-12-22 | 2021-03-02 | $31,468 | $6,616 | $24,852 | $24,852 | |
| 250 ANALOG DEVICES INC | P | 2018-03-26 | 2021-03-02 | $39,309 | $23,267 | $16,042 | $16,042 | |
| 250 APPLE COMPUTER INC | P | 2009-01-15 | 2021-03-02 | $31,672 | $722 | $30,950 | $30,950 | |
| 50 ASML HLDGS NV | P | 2018-11-28 | 2021-03-02 | $28,772 | $8,512 | $20,260 | $20,260 | |
| 50 BERKSHIRE HATHAWAY CLASS B | P | 2009-11-12 | 2021-03-02 | $12,429 | $3,397 | $9,032 | $9,032 | |
| 100 COSTCO WHOLESALE CO | P | 2014-04-01 | 2021-03-02 | $33,364 | $11,229 | $22,135 | $22,135 | |
| 150 ECOLAB INC | P | 2015-11-13 | 2021-03-02 | $31,895 | $17,455 | $14,440 | $14,440 | |
| 100 FACEBOOK INC | P | 2016-09-07 | 2021-03-02 | $26,387 | $13,106 | $13,281 | $13,281 | |
| 100 FIRST REPUBLIC BANK | P | 2012-09-25 | 2021-03-02 | $16,745 | $3,472 | $13,273 | $13,273 | |
| 50 HOME DEPOT INC | P | 2013-09-09 | 2021-03-02 | $13,034 | $3,663 | $9,371 | $9,371 | |
| 400 IBM CORP | P | 2020-02-04 | 2021-03-02 | $48,428 | $59,488 | -$11,060 | -$11,060 | |
| 250 INTEL CORP | P | 2001-01-01 | 2021-03-02 | $15,596 | $4,797 | $10,799 | $10,799 | |
| 100 INTERCONTINENTAL EXC | P | 2020-02-10 | 2021-03-02 | $11,380 | $9,463 | $1,917 | $1,917 | |
| 50 INTUIT INC | P | 2011-12-13 | 2021-03-02 | $20,088 | $2,695 | $17,393 | $17,393 | |
| 100 KLA CORP | P | 2018-11-28 | 2021-03-02 | $31,938 | $9,697 | $22,241 | $22,241 | |
| 150 MICROSOFT CORP | P | 2006-05-04 | 2021-03-02 | $35,146 | $3,525 | $31,621 | $31,621 | |
| 250 NEXTERA ENERGY INC | P | 2011-08-16 | 2021-03-02 | $19,029 | $3,418 | $15,611 | $15,611 | |
| 100 QUALCOMM INC | P | 2009-06-04 | 2021-03-02 | $13,890 | $4,338 | $9,552 | $9,552 | |
| 150 STRYKER CORP | P | 2014-10-31 | 2021-03-02 | $36,820 | $13,151 | $23,669 | $23,669 | |
| 75 THERMO FISHER SCNTFC | P | 2018-08-09 | 2021-03-02 | $34,732 | $17,568 | $17,164 | $17,164 | |
| 100 UNION PACIFIC CORP | P | 2016-11-30 | 2021-03-02 | $20,887 | $10,136 | $10,751 | $10,751 | |
| 50 UNITED RENTALS | P | 2019-09-11 | 2021-03-02 | $14,949 | $6,362 | $8,587 | $8,587 | |
| 100 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2021-03-02 | $33,537 | $12,024 | $21,513 | $21,513 | |
| 150 VISA INC CL A | P | 2015-08-26 | 2021-03-02 | $32,424 | $10,594 | $21,830 | $21,830 | |
| 150 ZOETIS INC | P | 2017-05-19 | 2021-03-02 | $23,650 | $9,071 | $14,579 | $14,579 | |
| 275000 CITIGROUP INC 3.3% | P | 2001-01-01 | 2021-03-03 | $299,135 | $266,347 | $32,788 | $32,788 | |
| 50 ACCENTURE PLC CL A | P | 2008-10-10 | 2021-03-08 | $12,550 | $1,490 | $11,060 | $11,060 | |
| 5 AMAZON COM INC | P | 2015-12-22 | 2021-03-08 | $14,895 | $3,308 | $11,587 | $11,587 | |
| 25 ACCENTURE PLC CL A | P | 2008-10-10 | 2021-03-15 | $6,608 | $745 | $5,863 | $5,863 | |
| 10 AMAZON COM INC | P | 2015-12-22 | 2021-03-15 | $30,532 | $6,616 | $23,916 | $23,916 | |
| 50 ANALOG DEVICES INC | P | 2018-03-26 | 2021-03-15 | $7,444 | $4,653 | $2,791 | $2,791 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2021-03-15 | $6,117 | $144 | $5,973 | $5,973 | |
| 25 ASML HLDGS NV | P | 2018-11-28 | 2021-03-15 | $13,516 | $4,256 | $9,260 | $9,260 | |
| 50 COSTCO WHOLESALE CO | P | 2014-04-01 | 2021-03-15 | $16,495 | $5,614 | $10,881 | $10,881 | |
| 50 INTUIT INC | P | 2011-12-13 | 2021-03-15 | $19,603 | $2,695 | $16,908 | $16,908 | |
| 100 JPMORGAN CHASE | P | 2015-11-13 | 2021-03-15 | $15,441 | $6,597 | $8,844 | $8,844 | |
| 50 MICROSOFT CORP | P | 2006-05-04 | 2021-03-15 | $11,638 | $1,175 | $10,463 | $10,463 | |
| 50 UNITED RENTALS INC | P | 2019-09-11 | 2021-03-15 | $15,822 | $6,362 | $9,460 | $9,460 | |
| 25 UNITEDHEALTH GRP INC | P | 2015-09-15 | 2021-03-15 | $8,821 | $3,006 | $5,815 | $5,815 | |
| 100 VISA INC CL A | P | 2015-08-26 | 2021-03-15 | $22,300 | $7,063 | $15,237 | $15,237 | |
| 50 ZOETIS INC | P | 2017-05-19 | 2021-03-15 | $7,716 | $3,024 | $4,692 | $4,692 | |
| 275000 US TREASURY NT 2% | P | 2001-01-01 | 2021-03-18 | $289,287 | $269,578 | $19,709 | $19,709 | |
| 50 ACCENTURE PLC CL A | P | 2008-10-10 | 2021-03-29 | $13,973 | $1,490 | $12,483 | $12,483 | |
| 5 ALPHABET INC | P | 2010-12-01 | 2021-03-29 | $10,180 | $1,425 | $8,755 | $8,755 | |
| 5 AMAZON COM INC | P | 2015-12-22 | 2021-03-29 | $15,322 | $3,308 | $12,014 | $12,014 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2021-03-29 | $6,062 | $144 | $5,918 | $5,918 | |
| 25 THERMO FISHER SCNTFC | P | 2018-04-09 | 2021-03-29 | $11,456 | $5,302 | $6,154 | $6,154 | |
| 75 ZOOM VIDEO COMMUNICATION | P | 2020-03-16 | 2021-03-29 | $23,109 | $8,378 | $14,731 | $14,731 | |
| 275000 CAPITAL ONE FINL 3.45% | P | 2019-10-01 | 2021-03-30 | $275,000 | $280,794 | -$5,794 | -$5,794 | |
| 500 ISHARES GOLD ETF | P | 2020-08-28 | 2021-04-06 | $8,309 | $9,378 | -$1,069 | -$1,069 | |
| 150000 US TREASURY NT 1.75% | P | 2021-04-01 | 2021-04-15 | $154,148 | $157,793 | -$3,645 | -$3,645 | |
| 250 COMCAST CORP | P | 2019-08-05 | 2021-04-07 | $13,633 | $10,363 | $3,270 | $3,270 | |
| 250 THE COCA-COLA CO | P | 2006-04-17 | 2021-04-13 | $13,225 | $5,146 | $8,079 | $8,079 | |
| 250 BANK OF AMERICA CORP | P | 2015-06-05 | 2021-04-15 | $9,529 | $4,301 | $5,228 | $5,228 | |
| 100 JPMORGAN CHASE | P | 2015-11-13 | 2021-04-15 | $15,026 | $6,597 | $8,429 | $8,429 | |
| 125000 US TRESURY NT 1.75% | P | 2020-04-07 | 2021-04-15 | $128,457 | $136,982 | -$8,525 | -$8,525 | |
| 250 NEXTERA ENERGY INC | P | 2011-08-16 | 2021-04-21 | $19,451 | $3,418 | $16,033 | $16,033 | |
| 25 ACCENTURE LTD CL A | P | 2008-10-10 | 2021-04-26 | $7,269 | $745 | $6,524 | $6,524 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2021-04-26 | $6,728 | $144 | $6,584 | $6,584 | |
| 50 APPLIED MATERIALS | P | 2017-09-18 | 2021-04-26 | $6,869 | $2,415 | $4,454 | $4,454 | |
| 500 BANK OF AMERICA CORP | P | 2015-06-05 | 2021-04-26 | $19,852 | $8,601 | $11,251 | $11,251 | |
| 250 ISHARES RUSSELL MIDCAP ETF IV | P | 2006-04-20 | 2021-04-26 | $19,605 | $6,007 | $13,598 | $13,598 | |
| 100 JOHNSON & JOHNSON | P | 2001-01-01 | 2021-04-26 | $16,446 | $6,018 | $10,428 | $10,428 | |
| 100 JPMORGAN CHASE | P | 2015-11-13 | 2021-04-26 | $15,215 | $6,597 | $8,618 | $8,618 | |
| 250 MERCK & CO INC | P | 2011-11-02 | 2021-04-26 | $19,349 | $8,551 | $10,798 | $10,798 | |
| 250 NEXTERA ENERGY INC | P | 2011-08-16 | 2021-04-26 | $19,439 | $3,418 | $16,021 | $16,021 | |
| 50 UNION PACIFIC CORP | P | 2016-11-30 | 2021-04-26 | $11,306 | $5,068 | $6,238 | $6,238 | |
| 25 GENERAC HOLDINGS INC | P | 2020-09-09 | 2021-04-07 | $8,194 | $4,575 | $3,619 | $3,619 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2021-05-07 | $6,547 | $144 | $6,403 | $6,403 | |
| 50 APPLIED MATERIALS | P | 2017-09-18 | 2021-05-07 | $6,648 | $2,415 | $4,233 | $4,233 | |
| 25 INTUIT INC | P | 2011-12-13 | 2021-05-07 | $10,116 | $1,348 | $8,768 | $8,768 | |
| 25 KLA CORP | P | 2018-11-28 | 2021-05-07 | $8,014 | $2,424 | $5,590 | $5,590 | |
| 50 UNION PACIFIC CORP | P | 2016-11-30 | 2021-05-07 | $11,455 | $5,068 | $6,387 | $6,387 | |
| 25 ACCENTURE LTD CL A | P | 2008-10-10 | 2021-05-21 | $7,134 | $745 | $6,389 | $6,389 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2021-05-21 | $6,320 | $144 | $6,176 | $6,176 | |
| 25 MICROSOFT CORP | P | 2006-05-04 | 2021-05-21 | $6,163 | $587 | $5,576 | $5,576 | |
| 25 QUALCOMM INC | P | 2009-06-04 | 2021-05-21 | $3,286 | $1,084 | $2,202 | $2,202 | |
| 25 VISA INC CL A | P | 2015-08-26 | 2021-05-21 | $5,693 | $1,766 | $3,927 | $3,927 | |
| 50 TELADOC INC | P | 2020-07-08 | 2021-06-01 | $7,683 | $11,067 | -$3,384 | -$3,384 | |
| 10 NVIDIA CORP | P | 2020-06-30 | 2021-06-25 | $7,601 | $3,776 | $3,825 | $3,825 | |
| 25 ACCENTURE PLC CL A | P | 2008-10-10 | 2021-06-01 | $7,029 | $745 | $6,284 | $6,284 | |
| 5 AMAZON COM INC | P | 2015-12-22 | 2021-06-01 | $16,125 | $3,308 | $12,817 | $12,817 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2021-06-01 | $6,230 | $144 | $6,086 | $6,086 | |
| 25 KLA CORP | P | 2018-11-28 | 2021-06-01 | $7,891 | $2,424 | $5,467 | $5,467 | |
| 250 NEXTERA ENERGY INC | P | 2011-08-16 | 2021-06-01 | $18,106 | $3,418 | $14,688 | $14,688 | |
| 25 VISA INC CL A | P | 2015-08-26 | 2021-06-01 | $5,680 | $1,766 | $3,914 | $3,914 | |
| 5 ALPHABET INC | P | 2010-12-01 | 2021-06-25 | $12,226 | $1,425 | $10,801 | $10,801 | |
| 50 ANALOG DEVICES INC | P | 2018-03-26 | 2021-06-25 | $8,379 | $4,653 | $3,726 | $3,726 | |
| 50 APPLE COMPUTER INC | P | 2009-01-15 | 2021-06-25 | $6,663 | $144 | $6,519 | $6,519 | |
| 25 ASML HLDGS NV | P | 2018-11-28 | 2021-06-25 | $17,168 | $4,256 | $12,912 | $12,912 | |
| 25 ECOLAB INC | P | 2015-11-13 | 2021-06-25 | $5,192 | $2,909 | $2,283 | $2,283 | |
| 25 INTUIT INC | P | 2011-12-13 | 2021-06-25 | $12,132 | $1,348 | $10,784 | $10,784 | |
| 25 MICROSOFT CORP | P | 2006-05-04 | 2021-06-25 | $6,631 | $588 | $6,043 | $6,043 | |
| 50 NIKE INC CLASS B | P | 2008-12-02 | 2021-06-25 | $7,695 | $624 | $7,071 | $7,071 | |
| 25 QUALCOMM INC | P | 2009-06-04 | 2021-06-25 | $3,440 | $1,084 | $2,356 | $2,356 | |
| 100 STARBUCKS CORP | P | 2009-12-24 | 2021-06-25 | $11,290 | $1,183 | $10,107 | $10,107 | |
| 25 VISA INC CL A | P | 2015-08-26 | 2021-06-25 | $5,943 | $1,766 | $4,177 | $4,177 | |
| 75000 US TREASURY NOTE | P | 2021-01-01 | 2021-04-22 | $75,000 | $75,000 | |||
| 50000 US TREASURY NT 2.375% | P | 2021-03-19 | 2021-07-06 | $54,100 | $53,531 | $569 | $569 | |
| 275000 US TEASURY NT 3.125% | P | 2021-01-07 | 2021-07-19 | $316,121 | $322,233 | -$6,112 | -$6,112 | |
| 500 DRAFTKINGS INC | P | 2021-04-07 | 2021-07-20 | $22,920 | $31,873 | -$8,953 | -$8,953 | |
| 225000 US TREASURY NT 2.375% | P | 2020-02-25 | 2021-07-06 | $243,448 | $242,376 | $1,072 | $1,072 | |
| 5 ALPHABET INC | P | 2010-12-01 | 2021-07-09 | $12,542 | $1,425 | $11,117 | $11,117 | |
| 100 AMERICAN WATER WORKS | P | 2019-08-28 | 2021-07-09 | $16,131 | $12,578 | $3,553 | $3,553 | |
| 25 DOCUSIGN INC | P | 2020-04-15 | 2021-07-09 | $7,194 | $2,495 | $4,699 | $4,699 | |
| 100 FIRST REPUBLIC | P | 2012-09-25 | 2021-07-09 | $19,181 | $3,472 | $15,709 | $15,709 | |
| 50 STRYKER CORP | P | 2014-10-31 | 2021-07-09 | $13,211 | $4,384 | $8,827 | $8,827 | |
| 25 UNITED HEALTH GROUP INC | P | 2015-09-15 | 2021-07-09 | $10,288 | $3,006 | $7,282 | $7,282 | |
| 100 ORGANON & CO | P | 2011-11-02 | 2021-07-20 | $2,932 | $1,631 | $1,301 | $1,301 | |
| 250 UBER TECHNOLOGIES INC | P | 2020-01-08 | 2021-07-20 | $11,644 | $8,279 | $3,365 | $3,365 | |
| 330 BANK OF AMERICA CORP | P | 2021-03-08 | 2021-09-03 | $13,504 | $12,350 | $1,154 | $1,154 | |
| 150000 US TREASURY NT .5% | P | 2021-04-15 | 2021-09-03 | $148,617 | $148,019 | $598 | $598 | |
| 300000 GENERAL MTRS FINL 5.2% | P | 2021-01-01 | 2021-09-20 | $320,403 | $326,688 | -$6,285 | -$6,285 | |
| 25000 BANK OF AMERICA CORP 2.35% | P | 2021-03-04 | 2021-09-28 | $25,500 | $25,808 | -$308 | -$308 | |
| 1500 BANK OF AMERICA CORP | P | 2015-06-05 | 2021-09-03 | $61,380 | $25,804 | $35,576 | $35,576 | |
| 25 COSTCO WHOLESALE CO | P | 2014-04-01 | 2021-09-03 | $11,533 | $2,807 | $8,726 | $8,726 | |
| 75 ECOLAB INC | P | 2015-11-13 | 2021-09-03 | $16,958 | $8,728 | $8,230 | $8,230 | |
| 50 HOME DEPOT INC | P | 2013-09-09 | 2021-09-03 | $16,446 | $3,663 | $12,783 | $12,783 | |
| 50 JPMORGAN CHASE | P | 2015-11-13 | 2021-09-03 | $7,978 | $3,298 | $4,680 | $4,680 | |
| 100 MERCK & CO INC | P | 2011-11-02 | 2021-09-03 | $7,709 | $3,257 | $4,452 | $4,452 | |
| 100 NEXTERA ENERGY INC | P | 2011-08-16 | 2021-09-03 | $8,609 | $1,367 | $7,242 | $7,242 | |
| 50 QUALCOMM INC | P | 2009-06-04 | 2021-09-03 | $7,226 | $2,169 | $5,057 | $5,057 | |
| 50 YETI HOLDINGS INC | P | 2020-08-04 | 2021-09-03 | $4,946 | $2,505 | $2,441 | $2,441 | |
| 275000 BANK OF MONREAL 2.35% | P | 2001-01-01 | 2021-09-28 | $280,495 | $266,756 | $13,739 | $13,739 | |
| 125000 US TREASURY NT .5% | P | 2021-04-15 | 2021-10-21 | $121,602 | $123,350 | -$1,748 | -$1,748 | |
| 200000 US TRESURY NT 1.5% | P | 2021-10-21 | 2021-10-27 | $200,687 | $198,531 | $2,156 | $2,156 | |
| 50 BOEING CO | P | 2021-03-29 | 2021-10-28 | $10,398 | $12,460 | -$2,062 | -$2,062 | |
| 25000 BANK OF AMERICA 4.125% | P | 2021-03-04 | 2021-11-23 | $26,613 | $27,529 | -$916 | -$916 | |
| 200000 US TREASURY NOTE .875% | P | 2021-10-27 | 2021-11-26 | $197,297 | $197,430 | -$133 | -$133 | |
| 25000 US TREASURY NT .75% | P | 2021-08-11 | 2021-11-30 | $24,145 | $24,523 | -$378 | -$378 | |
| 150 COMCAST CORP | P | 2019-08-05 | 2021-10-28 | $7,853 | $6,218 | $1,635 | $1,635 | |
| 50 FACEBOOK INC | P | 2016-09-07 | 2021-10-28 | $15,793 | $6,553 | $9,240 | $9,240 | |
| 300 TELADOC INC | P | 2020-04-15 | 2021-11-18 | $37,365 | $49,002 | -$11,637 | -$11,637 | |
| 275000 BANK OF AMERICA 4.125% | P | 2000-01-01 | 2021-11-23 | $292,744 | $294,738 | -$1,994 | -$1,994 | |
| 70 KYNDRYL HLDGS INC | P | 2021-04-21 | 2021-11-29 | $1,191 | $2,098 | -$907 | -$907 | |
| 300000 FORD MOTOR CO 8.5% | P | 2021-11-01 | 2021-12-07 | $330,921 | $329,564 | $1,357 | $1,357 | |
| 25000 BP CAPITAL MARK 3.224% | P | 2021-03-08 | 2021-12-23 | $26,266 | $26,768 | -$502 | -$502 | |
| 350 COMCAST CORP | P | 2019-08-05 | 2021-11-29 | $17,878 | $14,508 | $3,370 | $3,370 | |
| 100 GENERALC HOLDINGS INC | P | 2020-09-09 | 2021-11-29 | $42,107 | $18,298 | $23,809 | $23,809 | |
| 25000 BP CAPITAL MARK 3.224% | P | 2019-09-17 | 2021-12-23 | $26,266 | $25,945 | $321 | $321 | |
| 250000 BP CAPITAL MKT 3.224% | P | 2001-01-01 | 2021-12-23 | $262,660 | $249,364 | $13,296 | $13,296 | |
| 1267.767 MIRAE ASSET EMERG MKTS GREAT | P | 2020-12-22 | 2021-12-28 | $20,666 | $25,000 | -$4,334 | -$4,334 | |
| 275000 GOLDMAN SACHS INT VAR | P | 2021-01-01 | 2021-11-01 | $275,000 | $275,000 | |||
| 250000 US TREASURY NT 1.5% | P | 2021-07-06 | 2021-08-11 | $258,066 | $258,398 | -$332 | -$332 | |
| OFFICE FURNITURE | P | 1997-11-18 | $3,263 | $3,263 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,333,181 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $20,803 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $21,990 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $21,990 | SubtotalAmt |
| Tax Based On Investment Income | $21,990 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $22,800 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $22,800 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $810 | OverpaymentAmt |
| Applied To ES Tax | $810 | 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 STE 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 (8 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 |
| ALEX NORMAN | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $500 |
| 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 | $99,762 |
| LYNN SHAW | ||||||
| 333 W BROADWAY STE 312 | LONG BEACH | CA | 90802 | Director | 1.00 | $1,000 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NICOLASSA GALVEZ | PersonNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | OUTREACH DIR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $72,138 | CompensationAmt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COVINGTON CAPITAL MANAGEMENT | 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 | $78,354 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $15,858,826 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $137,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,996,279 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $15,996,279 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $239,944 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,756,335 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $787,817 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $787,817 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $21,990 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $21,990 | TotalTaxAmt |
| Distributable Before Adj | $765,827 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $765,827 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $765,827 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,189,759 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,189,759 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $765,827 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr4 | $2,305 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $54,303 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $55,206 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $495,393 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $607,207 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,189,759 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $765,827 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $423,932 | RemainingDistriFromCorpusAmt |
| Total Corpus | $1,031,139 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $1,031,139 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $2,305 | ExcessFromYear4Amt |
| Excess From Year3 | $54,303 | ExcessFromYear3Amt |
| Excess From Year2 | $55,206 | ExcessFromYear2Amt |
| Excess From Year1 | $495,393 | ExcessFromYear1Amt |
| Excess From Current Year | $423,932 | 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 MEETINGS QUARTERLY TO CONSIDER NEW FUNDING. | SubmissionDeadlinesTxt |
| Restrictions On Awards | PREFERENCE WILL BE GIVEN TO 501(C)(3) 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 (57 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AQUARIUM OF THE PACIFIC | |||||||
| 321 GOLDEN SHORE STE 150 | LONG BEACH | CA | 90803 | NONE | PC | GENERAL DONATION | $5,000 |
| 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 STE 200 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $5,000 |
| MUSEUM OF LATIN AMERICAN ART | |||||||
| 628 ALAMITOS AVENUE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $5,000 |
| BAKER FOUNDATION | |||||||
| 1230 E WARDLOW RD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $15,000 |
| RANCHO LOS CERRITOS | |||||||
| 4600 N VIRGINIA ROAD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $1,000 |
| COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL DONATION | $25,000 |
| WINTER | |||||||
| 3655 S GRAND AVENUE 210 | LOS ANGELES | CA | 90007 | NONE | PC | GENERAL DONATION | $5,000 |
| WOMEN SHELTER OF LONG BEACH | |||||||
| PO BOX 32107 | LONG BEACH | CA | 90832 | NONE | PC | GENERAL DONATION | $15,000 |
| CALIFORNIA ASSOCIATION OF NONPROFITS | |||||||
| 1500 41ST AVENUE STE 280 | CAPITOLA | CA | 95010 | NONE | PC | GENERAL DONATION | $4,500 |
| BOYS & GIRLS CLUBS | |||||||
| 3635 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $15,000 |
| CHRISTIAN OUTREACH IN ACTION | |||||||
| 515 E 3RD STREET | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $34,500 |
| FOOD FINDERS | |||||||
| 2301 E 28TH STREET STE 303 | SIGNAL HILL | CA | 90755 | NONE | PC | GENERAL DONATION | $35,000 |
| FOR THE CHILD | |||||||
| 4656 CALIFORNIA AVE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $30,000 |
| HELP ME HELP YOU | |||||||
| PO BOX 32861 | LONG BEACH | CA | 90832 | NONE | PC | GENERAL DONATION | $20,000 |
| LONG BEACH CITY COLLEGE | |||||||
| 1305 EAST PACIFIC COAST HWY | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $20,000 |
| RISING TIDE | |||||||
| 607 E 3RD STREET | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $20,000 |
| SU CASA | |||||||
| 3840 WOODRUFF AVE STE 203 | LONG BEACH | CA | 90808 | NONE | PC | GENERAL DONATION | $20,000 |
| YOUNG HORIZONS | |||||||
| 501 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $25,000 |
| A NEW WAY OF LIFE REENTRY PROGRAM | |||||||
| PO BOX 875288 | LOS ANGELES | CA | 90087 | NONE | PC | GENERAL DONATION | $15,000 |
| CENTURY VILLAGES CABRILLO | |||||||
| 2001 RIVER AVENUE | LONG BEACH | CA | 90810 | NONE | PC | GENERAL DONATION | $20,000 |
| CITY HEART | |||||||
| 2201 E WILLOW STREET STE D301 | SIGNAL HILL | CA | 90755 | NONE | PC | GENERAL DONATION | $15,000 |
| FAMILIES UNITING FAMILIES | |||||||
| 525 E 7TH STREET STE 115 | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $15,000 |
| LIBRE-SOCIAL & ENVIRONMNTL ENTREPRENEURS | |||||||
| 333 WEST BROADWAY 204 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $25,000 |
| LONG BEACH BLAST | |||||||
| 4201 LONG BEACH BLVD STE 201 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $15,000 |
| MENTAL HEALTH AMERICA | |||||||
| 100 W BROADWAY STE 5010 | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $20,000 |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 NORTH ALAMEDA STREET 230 | LOS ANGELES | CA | 90012 | NONE | PC | GENERAL DONATION | $1,000 |
| SOUTH COAST INTERFAITH COUNCIL | |||||||
| 759 LINDEN AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $17,500 |
| ASSISTANCE LEAGUE OF LONG BEACH | |||||||
| 6220 E SPRING ST | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $25,000 |
| CA AQUATIC THERAPY & WELLNESS CENTER | |||||||
| 6801 LONG BEACH BLVD | LONG BEACH | CA | 90815 | NONE | PC | GENERAL DONATION | $45,000 |
| CHILDRENS DENTAL HEALTH FDN | |||||||
| 455 E COLUMBIA ST | LONG BEACH | CA | 90806 | NONE | PC | GENERAL DONATION | $20,000 |
| ELITE SKILLS DEVELOPMENT | |||||||
| 3515 LINDEN AVE 56 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $25,000 |
| HARBOR INTERFAITH SHELTER | |||||||
| 670 W 9TH STREET | SAN PEDRO | CA | 90731 | NONE | PC | GENERAL DONATION | $25,000 |
| HUMAN I-T | |||||||
| 230 E 3RD ST SUITE A | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $10,000 |
| KHMER GIRLS IN ACTION | |||||||
| 1085 REDONDO AVE | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $20,000 |
| LONG BEACH FORWARD | |||||||
| 425 ATLANTIC AVE | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $25,000 |
| THE NONPROFIT PARTNERSHIP | |||||||
| 4900 EAST CONANT STREET 225 | LONG BEACH | CA | 90808 | NONE | PC | GENERAL DONATION | $20,000 |
| ADVENTURES TO DREAMS | |||||||
| 903 FAIRBANKS AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $10,000 |
| CA CONFERENCE OF EQUALITY AND JUSTICE | |||||||
| 3605 LONG BEACH BLVD 100 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $10,000 |
| CA FOR JUSTICE | |||||||
| 1205 PINE AVE STE 101 | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $20,000 |
| EDUCATE | |||||||
| 375 REDONDO AVE | LONG BEACH | CA | 90814 | NONE | PC | GENERAL DONATION | $15,000 |
| FOOD BANK OF SOUTHERN CALIFORNIA | |||||||
| 1444 SAN FRANCISCO AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $10,000 |
| JOSEPH LEARNING LAB | |||||||
| 1316 E 29TH STREET | SIGNAL HILL | CA | 90755 | NONE | PC | GENERAL DONATION | $10,000 |
| LONG BEACH CENTER FOR ECONOMIC INCLUSION | |||||||
| 6509 GUNDRY AVE | LONG BEACH | CA | 90805 | NONE | PC | GENERAL DONATION | $11,000 |
| LINC HOUSING | |||||||
| 3590 ELM AVE | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $20,000 |
| LONG BEACH COMMUNITY TABLE | |||||||
| 9038 ARTESIA BLVD | BELLFLOWER | CA | 90706 | NONE | PC | GENERAL DONATION | $20,000 |
| MAYORS FUND FOR EDUCATION | |||||||
| 245 E 3RD STREET | LONG BEACH | CA | 90802 | NONE | PC | GENERAL DONATION | $15,000 |
| NEW HOPE GRIEF SUPPORT COMMUNITY | |||||||
| 3505 LONG BEACH BLVD 2C | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $15,000 |
| ONE IN LONG BEACH | |||||||
| 2017 E 4TH STREET | LONG BEACH | CA | 90814 | NONE | PC | GENERAL DONATION | $20,000 |
| PEOPLE ASSISTING THE HOMELESS PATH | |||||||
| 340 N MADISON AVE | LOS ANGELES | CA | 90004 | NONE | PC | GENERAL DONATION | $10,000 |
| RITECARE CHILD LANGUAGE CENTER | |||||||
| 855 ELM AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $5,000 |
| SALVATION ARMY | |||||||
| 3000 LONG BEACH BLVD | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $7,500 |
| SHETECH INTERNATIONAL | |||||||
| 711 E WARDLOW RD STE 203 | LONG BEACH | CA | 90807 | NONE | PC | GENERAL DONATION | $7,500 |
| ST MARY MEDICAL CENTER FOUNDATION | |||||||
| 1050 LINDEN AVE | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $10,000 |
| ST LUKES EPISCOPAL CHURCH | |||||||
| 525 E 17TH STREET | LONG BEACH | CA | 90813 | NONE | PC | GENERAL DONATION | $10,000 |
| TICHENOR CLINIC FOR CHILDREN | |||||||
| 1660 TERMINO AVE | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $20,000 |
| TRANSFORMATIONAL LIVING HOMES | |||||||
| PO BOX 40045 | LONG BEACH | CA | 90804 | NONE | PC | GENERAL DONATION | $15,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $924,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $331,057 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,333,181 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,664,238 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,664,238 | 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 | $7,698 | Amt |
| Net Investment Income | $3,849 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $7,698 | 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 | $462 | PriorYearDepreciationAmt |
| Computation Method | SL | ComputationMethodTxt |
| Life | 5.0000 | LifeRt |
| Current Year Expense | $264 | CurrentYearExpenseAmt |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Machinery and Equipment | CategoryOrItemTxt |
| Cost Or Other Basis | $2,673 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $2,081 | AccumulatedDepreciationAmt |
| Book Value | $592 | BookValueAmt |
| EOYFMV | $592 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (12 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| ASSOCIATIONS, MMBRSHPS & DUES | $3,540 | $3,540 |
| BANK CHARGES | $188 | $188 |
| BOOKS, SUBSCRIPTIONS & POSTAGE | $942 | $942 |
| EDUCATION AND CONFERENCES | $2,367 | $2,367 |
| EMPLOYEE BENEFITS | $14,174 | $14,174 |
| INSURANCE | $3,555 | $3,555 |
| MEETINGS & CONFERENCES | $875 | $875 |
| MILEAGE & PARKING | $42 | $42 |
| PAYROLL SERVICE FEES | $1,565 | $1,565 |
| SPONSORSHIP & CONTRIBUTIONS | $2,102 | $2,102 |
| SUPPLIES, EQUP & MAINT | $6,232 | $6,232 |
| TELEPHONE EXPENSES | $1,129 | $1,129 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FINANCIAL MGMT FEE | CategoryTxt |
| Amt | $78,354 | Amt |
| Net Investment Income | $78,354 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|
| EMPLOYER PAYROLL TAXES | $15,187 | $15,187 |
| FEDERAL EXCISE TAXES | $21,990 | |
| FOREIGN TAXES | $63 | |
| STATES TAX & FEES | $170 |